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 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $87.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
206
shares
|
$927
0.0% of portfolio
|
Q3 2024
Reduced 13.81%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
200
shares
|
$900
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
184
shares
|
$828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
183
shares
|
$823
0.0% of portfolio
|
Q1 2025
Added 12.27%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
150
shares
|
$675
0.0% of portfolio
|
Q1 2025
Reduced 25.0%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
97
shares
|
$436
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
39
shares
|
$175
0.0% of portfolio
|
Q1 2025
Reduced 48.68%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
30
shares
|
$135
0.0% of portfolio
|
Q1 2025
Reduced 18.92%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
16
shares
|
$72
0.0% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
2
shares
|
$9
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|