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 117 institutions that hold shares in the stock, with a total of 19.2 Million shares, which have been reported (via 13F filing form) to have a value of $101 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
|
$13.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
1,737,867
shares
|
$9.12 Million
2.77% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
1,590,830
shares
|
$8.35 Million
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
1,510,454
shares
|
$7.93 Million
0.0% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
River Road Asset Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,323,211
shares
|
$6.95 Million
0.1% of portfolio
|
Q2 2024
Added 5.18%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
1,095,956
shares
|
$5.75 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Ranger Investment Management, L.P.
Dallas, TX |
Feb 13, 2025 Q4 2024 |
1,069,565
shares
|
$5.62 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
833,264
shares
|
$4.37 Million
0.31% of portfolio
|
Q4 2024
Added 1.23%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
712,521
shares
|
$3.74 Million
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
689,684
shares
|
$3.62 Million
0.0% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
629,696
shares
|
$3.31 Million
0.0% of portfolio
|
Q4 2024
Added 31.03%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
620,578
shares
|
$3.26 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
546,878
shares
|
$2.87 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.32%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
338,863
shares
|
$1.78 Million
0.0% of portfolio
|
Q4 2024
Added 988.72%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
319,784
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
289,902
shares
|
$1.52 Million
0.76% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
282,496
shares
|
$1.48 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
242,567
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Added 27.07%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
234,562
shares
|
$1.23 Million
0.06% of portfolio
|
Q4 2024
Added 9.68%
|
|
|
Bard Associates Inc
Chicago, IL |
Feb 06, 2025 Q4 2024 |
223,117
shares
|
$1.17 Million
0.47% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
197,801
shares
|
$1.04 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
127,263
shares
|
$668,130
0.01% of portfolio
|
Q4 2024
Added 27.84%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
112,647
shares
|
$591,396
0.0% of portfolio
|
Q4 2024
Added 24.58%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
107,430
shares
|
$564,007
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
96,033
shares
|
$504,173
0.01% of portfolio
|
Q4 2024
Reduced 2.34%
|