Purchases and Sales Made in Q1 2024 in Evolution Petroleum Corp (EPM)
This table provides information about the institutional ownership of Evolution Petroleum Corp (EPM) during Q1 2024. 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 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
136KNew |
$694K - $835K
|
136K
$679K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
134K+ 25.09% |
$684K - $823K
|
669K
$3.34M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
134K+ 25.09% |
$684K - $823K
|
669K
$3.34M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
118K+ 255.04% |
$602K - $724K
|
164K
$819K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
115K+ 71.24% |
$586K - $706K
|
276K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
94K+ 20.92% |
$479K - $577K
|
543K
$2.71M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
78.4K+ 163.08% |
$400K - $482K
|
127K
$631K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
64.6K+ 184.71% |
$329K - $397K
|
99.5K
$497K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
63.1K+ 8.94% |
$322K - $387K
|
769K
$3.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.3K+ 46.8% |
$277K - $333K
|
170K
$850K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
53.4KNew |
$272K - $328K
|
53.4K
$267K
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
47.4KNew |
$242K - $291K
|
47.4K
$236K
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
42.9K+ 3.33% |
$219K - $264K
|
1.33M
$6.64M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
41.2K+ 24.99% |
$210K - $253K
|
206K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
40K+ 51.19% |
$204K - $246K
|
118K
$589K
|
|
|
May 15, 2024
Q1 2024
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
36.7K+ 3.76% |
$187K - $225K
|
1.01M
$5.04M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
36.2KNew |
$184K - $222K
|
36.2K
$180K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.6K+ 4.79% |
$156K - $188K
|
669K
$3.34M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19.9K+ 40.14% |
$101K - $122K
|
69.3K
$346K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16.5KNew |
$84.4K - $102K
|
16.5K
$82.6K
|
|
|
May 14, 2024
Q1 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
16.5KNew |
$84K - $101K
|
16.5K
$82.1K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
15.7KNew |
$80.2K - $96.5K
|
15.7K
$78.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
15.5KNew |
$79.1K - $95.2K
|
15.5K
$77.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
12KNew |
$61.1K - $73.6K
|
12K
$59.8K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.8KNew |
$60K - $72.3K
|
11.8K
$58.7K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11K+ 48.81% |
$56K - $67.4K
|
33.5K
$167K
|
|
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
10.7KNew |
$54.6K - $65.7K
|
10.7K
$53.4K
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
10.2KNew |
$52K - $62.6K
|
10.2K
$50.9K
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
10.2K+ 19.19% |
$52K - $62.6K
|
63.3K
$316K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
9.07K+ 75.27% |
$46.2K - $55.7K
|
21.1K
$105K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
8.9K+ 0.56% |
$45.4K - $54.7K
|
1.61M
$8.04M
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
8K+ 19.85% |
$40.8K - $49.1K
|
48.3K
$241K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
8KNew |
$40.8K - $49.1K
|
8K
$39.9K
|
|
|
May 15, 2024
Q1 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
6.53K+ 1.01% |
$33.3K - $40.1K
|
652K
$3.25M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.08K+ 10.09% |
$25.9K - $31.2K
|
55.5K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.41K+ 7.93% |
$22.5K - $27.1K
|
60.1K
$300K
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
BUY
|
- |
2.34K+ 9.03% |
$11.9K - $14.3K
|
28.2K
$141K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.76K+ 12.06% |
$9K - $10.8K
|
16.4K
$81.8K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.24K+ 15.4% |
$6.31K - $7.6K
|
9.28K
$46.3K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
892+ 2.11% |
$4.55K - $5.48K
|
43.2K
$216K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
822+ 0.98% |
$4.19K - $5.05K
|
84.4K
$421K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
781+ 388.56% |
$3.98K - $4.8K
|
982
$4.9K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
250New |
$1.28K - $1.54K
|
250
$1.25K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
190New |
$969 - $1.17K
|
190
$948
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
125New |
$638 - $768
|
125
$624
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
94+ 154.1% |
$479 - $577
|
155
$773
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
27+ 13.11% |
$138 - $166
|
233
$1.16K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
15+ 100.0% |
$76.5 - $92.1
|
30
$150
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$30.6 - $36.8
|
6
$29.9
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1+ 0.01% |
$5.1 - $6.14
|
13.5K
$67.4K
|