Purchases and Sales Made in Q1 2025 in Evolution Petroleum Corp (EPM)
This table provides information about the institutional ownership of Evolution Petroleum Corp (EPM) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
70.5K+ 30.03% |
$340K - $395K
|
305K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
11.4K+ 52.86% |
$54.8K - $63.7K
|
32.9K
$141K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
11.1K+ 28.15% |
$53.4K - $62.1K
|
50.4K
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.88K+ 2.72% |
$38K - $44.1K
|
298K
$1.28M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.07K+ 297.84% |
$9.96K - $11.6K
|
2.76K
$11.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.27K+ 3.89% |
$6.12K - $7.11K
|
33.9K
$145K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
783+ 100.0% |
$3.77K - $4.38K
|
1.57K
$6.72K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
169+ 37.81% |
$815 - $946
|
616
$2.64K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 6.67% |
$4.82 - $5.6
|
16
$68.6
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-110- 24.28% |
$530 - $616
|
343
$1.47K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-200- 1.4% |
$964 - $1.12K
|
14.1K
$60.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-783- 50.0% |
$3.77K - $4.38K
|
783
$3.36K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.22K- 74.48% |
$5.89K - $6.85K
|
419
$1.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-2.23K- 80.7% |
$10.7K - $12.5K
|
533
$2.29K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.01K- 22.79% |
$14.5K - $16.9K
|
10.2K
$43.8K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4.87K- 0.58% |
$23.5K - $27.3K
|
828K
$3.55M
|
|
|
Apr 04, 2025
Q1 2025
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-41.5K- 38.61% |
$200K - $232K
|
66K
$283K
|