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 106 institutions that hold shares in the stock, with a total of 18.9 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
2,645,290
shares
|
$15.2 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.51%
|
|
|
Wealth Trust Axiom LLC
|
May 10, 2024 Q1 2024 |
1,662,367
shares
|
$9.56 Million
3.37% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
1,611,605
shares
|
$9.27 Million
0.0% of portfolio
|
Q1 2024
Added 0.56%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 10, 2024 Q1 2024 |
1,331,098
shares
|
$7.65 Million
0.0% of portfolio
|
Q1 2024
Added 3.33%
|
|
|
River Road Asset Management, LLC
|
Apr 26, 2024 Q1 2024 |
1,258,104
shares
|
$7.23 Million
0.11% of portfolio
|
Q1 2024
Reduced 1.56%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
1,256,797
shares
|
$7.23 Million
0.01% of portfolio
|
Q1 2024
Reduced 7.87%
|
|
|
Ranger Investment Management, L.P.
Dallas, TX |
May 15, 2024 Q1 2024 |
1,010,940
shares
|
$5.81 Million
0.41% of portfolio
|
Q1 2024
Added 3.76%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
769,369
shares
|
$4.42 Million
0.34% of portfolio
|
Q1 2024
Added 8.94%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2024 Q1 2024 |
679,894
shares
|
$3.91 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.93%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
668,687
shares
|
$3.84 Million
0.0% of portfolio
|
Q1 2024
Added 25.09%
|
|
|
State Street Corp
Boston, MA |
May 15, 2024 Q1 2024 |
651,915
shares
|
$3.75 Million
0.0% of portfolio
|
Q1 2024
Added 1.01%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 14, 2024 Q1 2024 |
543,027
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2024
Added 20.92%
|
|
|
Russell Investments Group, Ltd.
|
May 08, 2024 Q1 2024 |
518,591
shares
|
$2.98 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2024 Q1 2024 |
459,775
shares
|
$2.64 Million
0.17% of portfolio
|
Q1 2024
Reduced 12.23%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
323,094
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.64%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 16, 2024 Q1 2024 |
276,405
shares
|
$1.59 Million
0.88% of portfolio
|
Q1 2024
Added 71.24%
|
|
|
Bard Associates Inc
Chicago, IL |
May 13, 2024 Q1 2024 |
234,217
shares
|
$1.35 Million
0.55% of portfolio
|
Q1 2024
Reduced 5.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
206,216
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2024
Added 24.99%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 15, 2024 Q1 2024 |
175,767
shares
|
$1.01 Million
0.61% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
170,325
shares
|
$979,368
0.0% of portfolio
|
Q1 2024
Added 46.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
164,206
shares
|
$944,184
0.0% of portfolio
|
Q1 2024
Added 255.04%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
May 10, 2024 Q1 2024 |
162,468
shares
|
$934,191
0.16% of portfolio
|
Q4 2023
Added 23.05%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
136,065
shares
|
$782,373
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
126,548
shares
|
$727,651
0.0% of portfolio
|
Q1 2024
Added 163.08%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2024 Q1 2024 |
118,133
shares
|
$679,264
0.02% of portfolio
|
Q1 2024
Added 51.19%
|
|