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 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $95.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
5,775
shares
|
$28,355
0.0% of portfolio
|
Q2 2024
Added 5.96%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
3,567
shares
|
$17,513
0.0% of portfolio
|
Q2 2025
Reduced 70.49%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
3,161
shares
|
$15,520
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,683
shares
|
$13,173
0.0% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
2,605
shares
|
$12,790
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
2,234
shares
|
$10,968
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,371
shares
|
$6,731
0.0% of portfolio
|
Q2 2025
Added 585.5%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,200
shares
|
$5,892
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
1,064
shares
|
$5,224
0.0% of portfolio
|
Q1 2024
Reduced 76.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,009
shares
|
$4,954
0.0% of portfolio
|
Q1 2021
Added 0.9%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,002
shares
|
$4,919
0.0% of portfolio
|
Q2 2025
Reduced 6.88%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$4,910
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
783
shares
|
$3,844
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
712
shares
|
$3,495
0.0% of portfolio
|
Q2 2025
Added 123.2%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
695
shares
|
$3,412
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
625
shares
|
$3,068
0.0% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
600
shares
|
$2,946
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
500
shares
|
$2,455
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
491
shares
|
$2,410
0.0% of portfolio
|
Q2 2025
Reduced 15.92%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
236
shares
|
$1,158
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
212
shares
|
$1,040
0.0% of portfolio
|
Q2 2025
Added 118.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
206
shares
|
$1,011
0.0% of portfolio
|
Q3 2024
Reduced 13.81%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
184
shares
|
$903
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
166
shares
|
$815
0.0% of portfolio
|
Q2 2025
Reduced 58.91%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
164
shares
|
$805
0.0% of portfolio
|
Q2 2025
Added 320.51%
|