Institutional Ownership Evolution Petroleum Corp (EPM)
This table provides information about the institutional ownership of Evolution Petroleum Corp (EPM). We have compiled data on the 116 institutions that hold shares in the stock, with a total of 18.3 Million shares, which have been reported (via 13F filing form) to have a value of $112 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,608,605
shares
|
$15.9 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
1,705,138
shares
|
$10.4 Million
2.75% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
1,585,903
shares
|
$9.69 Million
0.0% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
1,420,757
shares
|
$8.68 Million
0.0% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
River Road Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,323,211
shares
|
$8.08 Million
0.1% of portfolio
|
Q2 2024
Added 5.18%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
1,121,597
shares
|
$6.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.73%
|
|
|
Ranger Investment Management, L.P.
Dallas, TX |
Nov 04, 2024 Q3 2024 |
1,093,075
shares
|
$6.68 Million
0.38% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
823,135
shares
|
$5.03 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
709,864
shares
|
$4.34 Million
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
665,239
shares
|
$4.06 Million
0.0% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
638,270
shares
|
$3.9 Million
0.01% of portfolio
|
Q3 2024
Added 25.68%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
637,391
shares
|
$3.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
480,566
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.11%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
305,057
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
287,599
shares
|
$1.76 Million
0.78% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
242,567
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2024
Added 27.07%
|
|
|
Bard Associates Inc
Chicago, IL |
Nov 06, 2024 Q3 2024 |
233,617
shares
|
$1.43 Million
0.46% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Cwa Asset Management Group, LLC
|
Nov 01, 2024 Q3 2024 |
213,870
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
199,054
shares
|
$1.22 Million
0.57% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
115,443
shares
|
$705,356
0.0% of portfolio
|
Q3 2024
Added 87.74%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Oct 10, 2024 Q3 2024 |
107,430
shares
|
$656,397
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
99,549
shares
|
$608,244
0.01% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
98,333
shares
|
$600,814
0.01% of portfolio
|
Q2 2024
Reduced 16.76%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
90,424
shares
|
$552,490
0.0% of portfolio
|
Q3 2024
Added 85.36%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
88,524
shares
|
$540,881
0.0% of portfolio
|
Q2 2024
Added 6.08%
|