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 119 institutions that hold shares in the stock, with a total of 20.3 Million shares, which have been reported (via 13F filing form) to have a value of $86.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
10,963
shares
|
$46,592
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
10,193
shares
|
$43,320
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
8,563
shares
|
$36,392
0.0% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,908
shares
|
$29,359
0.0% of portfolio
|
Q3 2025
Added 893.96%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
5,775
shares
|
$24,543
0.0% of portfolio
|
Q2 2024
Added 5.96%
|
|
|
Clear Street Markets LLC
|
Nov 13, 2025 Q3 2025 |
3,900
shares
|
$16,575
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
3,567
shares
|
$15,159
0.0% of portfolio
|
Q2 2025
Reduced 70.49%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,136
shares
|
$13,328
0.0% of portfolio
|
Q3 2025
Added 212.97%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,821
shares
|
$11,989
0.0% of portfolio
|
Q3 2025
Reduced 65.85%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,750
shares
|
$11,687
0.0% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
2,605
shares
|
$11,071
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
2,234
shares
|
$9,494
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Nov 14, 2025 Q3 2025 |
1,942
shares
|
$8,253
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
1,724
shares
|
$7,327
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,371
shares
|
$5,826
0.0% of portfolio
|
Q2 2025
Added 585.5%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,289
shares
|
$5,478
0.0% of portfolio
|
Q3 2025
Added 81.04%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
1,069
shares
|
$4,543
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Amalgamated Bank
New York, NY |
Oct 29, 2025 Q3 2025 |
1,064
shares
|
$4,522
0.0% of portfolio
|
Q1 2024
Reduced 76.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
1,009
shares
|
$4,288
0.0% of portfolio
|
Q1 2021
Added 0.9%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$4,250
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
626
shares
|
$2,660
0.0% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
497
shares
|
$2,112
0.0% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
463
shares
|
$1,967
0.0% of portfolio
|
Q4 2025
Added 96.19%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
403
shares
|
$1,712
0.0% of portfolio
|
Q4 2025
Added 192.03%
|
|
|
Harbor Capital Advisors, Inc.
|
Oct 15, 2025 Q3 2025 |
399
shares
|
$1,695
0.0% of portfolio
|
Q3 2025
Reduced 36.16%
|
|