Purchases and Sales Made in Q1 2023 in Evolution Petroleum Corp (EPM)
This table provides information about the institutional ownership of Evolution Petroleum Corp (EPM) during Q1 2023. The information is specifically focused on institutions that hold shares of EVOLUTION PETROLEUM CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.88K+ 12.88% |
$10.2K - $13.7K
|
16.5K
$86.3K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.62K+ 57.56% |
$8.75K - $11.8K
|
4.42K
$23.2K
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
1.1K+ 4.32% |
$5.97K - $8.05K
|
26.6K
$139K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.06K+ 688.31% |
$5.75K - $7.75K
|
1.21K
$6.36K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1K+ 2.32% |
$5.44K - $7.33K
|
44.3K
$232K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1KNew |
$5.42K - $7.31K
|
1K
$5.24K
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
687+ 4.11% |
$3.72K - $5.02K
|
17.4K
$91.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
500+ 100.0% |
$2.71K - $3.66K
|
1K
$5.24K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$542 - $731
|
100
$524
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
12+ 1.83% |
$65 - $87.7
|
669
$3.51K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3- 1.44% |
$16.3 - $21.9
|
206
$1.08K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-118- 4.41% |
$640 - $863
|
2.56K
$13.4K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-500- 3.57% |
$2.71K - $3.66K
|
13.5K
$70.7K
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-786- 1.65% |
$4.26K - $5.75K
|
46.9K
$246K
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-824- 12.06% |
$4.47K - $6.02K
|
6.01K
$31.5K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.2K- 84.89% |
$6.49K - $8.75K
|
213
$1.12K
|
|
|
May 03, 2023
Q1 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-1.8K- 0.43% |
$9.78K - $13.2K
|
415K
$2.17M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.98K- 2.12% |
$10.7K - $14.5K
|
91.7K
$480K
|
|
|
May 15, 2023
Q1 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.56K- 17.99% |
$13.9K - $18.7K
|
11.7K
$61.1K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-3.06K- 79.84% |
$16.6K - $22.4K
|
772
$4.05K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-3.12K- 19.93% |
$16.9K - $22.8K
|
12.5K
$65.8K
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-3.71K- 5.81% |
$20.1K - $27.1K
|
60.2K
$315K
|
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-4K- 4.11% |
$21.7K - $29.2K
|
93.4K
$489K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-4.95K- 31.03% |
$26.8K - $36.2K
|
11K
$57.6K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5.9K- 36.14% |
$32K - $43.1K
|
10.4K
$54.6K
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-6.2K- 19.34% |
$33.6K - $45.3K
|
25.9K
$136K
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-6.38K- 26.28% |
$34.6K - $46.7K
|
17.9K
$93.8K
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-7.55K- 40.61% |
$40.9K - $55.2K
|
11K
$57.8K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-7.65K- 0.91% |
$41.4K - $55.9K
|
833K
$4.37M
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-14.1K- 43.27% |
$76.6K - $103K
|
18.5K
$97.1K
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-14.9K- 35.27% |
$80.8K - $109K
|
27.3K
$143K
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-53.2K- 50.0% |
$288K - $389K
|
53.2K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-55.4K- 72.83% |
$300K - $405K
|
20.6K
$108K
|
|
|
May 15, 2023
Q1 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-90.3K- 10.41% |
$490K - $660K
|
778K
$4.07M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-152K- 13.17% |
$825K - $1.11M
|
1M
$5.25M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-193K- 70.26% |
$1.05M - $1.41M
|
81.7K
$428K
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-483K- 61.42% |
$2.62M - $3.53M
|
304K
$1.59M
|