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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
123K+ 22.54% |
$594K - $690K
|
670K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
120K+ 19.02% |
$577K - $671K
|
749K
$3.65M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
75.4K+ 26.7% |
$364K - $422K
|
358K
$1.74M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
70.5K+ 30.03% |
$340K - $395K
|
305K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
61.7K+ 142.8% |
$297K - $346K
|
105K
$511K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
61.2KNew |
$295K - $343K
|
61.2K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
BUY
|
- |
29.3K+ 1.69% |
$141K - $164K
|
1.77M
$8.61M
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
28.3K+ 3.97% |
$136K - $158K
|
741K
$3.61M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.1K+ 24.03% |
$130K - $152K
|
140K
$680K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3K+ 48.12% |
$107K - $125K
|
68.6K
$334K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.7KNew |
$95.1K - $110K
|
19.7K
$96.1K
|
|
|
May 15, 2025
Q1 2025
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
19.1KNew |
$91.9K - $107K
|
19.1K
$92.9K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.6KNew |
$85K - $98.8K
|
17.6K
$85.9K
|
|
|
May 13, 2025
Q1 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
12.9K+ 10.17% |
$62.4K - $72.4K
|
140K
$683K
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
12.4KNew |
$59.9K - $69.6K
|
12.4K
$60.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
11.4K+ 52.86% |
$54.8K - $63.7K
|
32.9K
$160K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
11.1K+ 28.15% |
$53.4K - $62.1K
|
50.4K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
10.8KNew |
$51.9K - $60.3K
|
10.8K
$52.5K
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
10.5KNew |
$50.7K - $58.9K
|
10.5K
$51.2K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.4K+ 140.39% |
$49.9K - $58K
|
17.7K
$86.3K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.91K+ 2.92% |
$47.8K - $55.5K
|
349K
$1.7M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.52K+ 33.73% |
$45.9K - $53.3K
|
37.7K
$184K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.88K+ 2.72% |
$38K - $44.1K
|
298K
$1.45M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
3.94K+ 30.29% |
$19K - $22.1K
|
17K
$82.6K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
3.24K+ 8.21% |
$15.6K - $18.2K
|
42.7K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
BUY
|
- |
2.53K+ 21.02% |
$12.2K - $14.2K
|
14.6K
$70.9K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
2.46K+ 0.16% |
$11.9K - $13.8K
|
1.51M
$7.37M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.07K+ 297.84% |
$9.96K - $11.6K
|
2.76K
$13.4K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.85K+ 392.77% |
$8.9K - $10.3K
|
2.32K
$11.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.27K+ 3.89% |
$6.12K - $7.11K
|
33.9K
$165K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.11K+ 71.14% |
$5.35K - $6.21K
|
2.67K
$13K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
783+ 100.0% |
$3.77K - $4.38K
|
1.57K
$7.63K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
780+ 4.45% |
$3.76K - $4.37K
|
18.3K
$89.2K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
756+ 0.85% |
$3.64K - $4.23K
|
89.3K
$435K
|
|
|
May 05, 2025
Q1 2025
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
550+ 5.0% |
$2.65K - $3.08K
|
11.6K
$56.2K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
543New |
$2.62K - $3.04K
|
543
$2.64K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
436+ 1.63% |
$2.1K - $2.44K
|
27.2K
$132K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
384+ 0.61% |
$1.85K - $2.15K
|
63.4K
$309K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
341+ 0.03% |
$1.64K - $1.91K
|
1.1M
$5.34M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
288+ 1.81% |
$1.39K - $1.61K
|
16.2K
$79K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
247+ 29.79% |
$1.19K - $1.38K
|
1.08K
$5.24K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
200New |
$964 - $1.12K
|
200
$974
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
184New |
$887 - $1.03K
|
184
$896
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
169+ 37.81% |
$815 - $946
|
616
$3K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
143+ 1.09% |
$689 - $801
|
13.2K
$64.4K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
97New |
$468 - $543
|
97
$472
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
50+ 33.33% |
$241 - $280
|
200
$974
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
20+ 12.27% |
$96.4 - $112
|
183
$891
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
2New |
$9.64 - $11.2
|
2
$9.74
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 6.67% |
$4.82 - $5.6
|
16
$77.9
|