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 |
|---|---|---|---|---|---|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
8,585
shares
|
$50,308
0.0% of portfolio
|
Q3 2024
Reduced 23.9%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
8,000
shares
|
$46,880
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
7,713
shares
|
$45,198
0.0% of portfolio
|
Q2 2024
Added 129.28%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,373
shares
|
$43,205
0.0% of portfolio
|
Q3 2024
Added 19.48%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2024 Q3 2024 |
5,962
shares
|
$34,937
0.0% of portfolio
|
Q3 2024
Reduced 67.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
5,775
shares
|
$33,841
0.01% of portfolio
|
Q2 2024
Added 5.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
4,392
shares
|
$25,737
0.0% of portfolio
|
Q3 2024
Added 7.57%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
3,894
shares
|
$22,818
0.0% of portfolio
|
Q3 2024
Reduced 58.34%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
3,332
shares
|
$19,525
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
2,605
shares
|
$15,265
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
2,234
shares
|
$13,091
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2024 Q3 2024 |
2,221
shares
|
$13,015
0.0% of portfolio
|
Q2 2024
Reduced 28.84%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
1,671
shares
|
$9,792
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,524
shares
|
$8,930
0.0% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,500
shares
|
$8,790
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
N Verses Capital, LLC
Wellington, FL |
Oct 16, 2024 Q3 2024 |
1,300
shares
|
$7,618
0.0% of portfolio
|
Q3 2024
Reduced 71.74%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
1,064
shares
|
$6,235
0.0% of portfolio
|
Q1 2024
Reduced 76.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,009
shares
|
$5,912
0.0% of portfolio
|
Q1 2021
Added 0.9%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
782
shares
|
$4,582
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
514
shares
|
$3,012
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
453
shares
|
$2,654
0.0% of portfolio
|
Q3 2024
Added 245.8%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
343
shares
|
$2,009
0.0% of portfolio
|
Q3 2024
Added 36.11%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
293
shares
|
$1,716
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
250
shares
|
$1,465
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
248
shares
|
$1,453
0.0% of portfolio
|
Q3 2024
New holding
|