Purchases and Sales Made in Q2 2024 in Evolution Petroleum Corp (EPM)
This table provides information about the institutional ownership of Evolution Petroleum Corp (EPM) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
591+ 5.24% |
$3.09K - $3.69K
|
11.9K
$68.1K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
514New |
$2.68K - $3.21K
|
514
$2.95K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
325+ 5.96% |
$1.7K - $2.03K
|
5.78K
$33.1K
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
217+ 425.49% |
$1.13K - $1.36K
|
268
$1.54K
|
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
131New |
$684 - $819
|
131
$752
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
82+ 48.24% |
$428 - $513
|
252
$1.45K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50New |
$261 - $313
|
50
$287
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
13+ 10.4% |
$67.9 - $81.3
|
138
$792
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
6+ 2.58% |
$31.3 - $37.5
|
239
$1.37K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-318- 2.31% |
$1.66K - $1.99K
|
13.4K
$77.1K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-886- 1.05% |
$4.62K - $5.54K
|
83.5K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-900- 28.84% |
$4.7K - $5.63K
|
2.22K
$12.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.08K- 3.81% |
$5.61K - $6.72K
|
27.1K
$156K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.21K- 2.88% |
$6.3K - $7.54K
|
40.6K
$233K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2K- 12.2% |
$10.4K - $12.5K
|
14.4K
$82.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-2.64K- 0.16% |
$13.8K - $16.5K
|
1.66M
$9.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-10.7K- 2.07% |
$56K - $67K
|
508K
$2.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-11.1K- 47.94% |
$58K - $69.5K
|
12.1K
$69.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-11.6K- 18.31% |
$60.5K - $72.4K
|
51.7K
$297K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-15.6K- 22.57% |
$81.7K - $97.8K
|
53.7K
$308K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-18.7K- 27.64% |
$97.6K - $117K
|
49K
$281K
|
|
|
Aug 08, 2024
Q2 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-19.1K- 35.81% |
$99.9K - $120K
|
34.3K
$197K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-19.5K- 58.28% |
$102K - $122K
|
14K
$80.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-19.7K- 6.1% |
$103K - $123K
|
303K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-19.8K- 16.76% |
$103K - $124K
|
98.3K
$564K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-23K- 45.83% |
$120K - $144K
|
27.2K
$156K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.6K- 4.58% |
$160K - $191K
|
638K
$3.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.6K- 4.58% |
$160K - $191K
|
638K
$3.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-36.7K- 1.39% |
$191K - $229K
|
2.61M
$15M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-36.7K- 2.28% |
$192K - $230K
|
1.57M
$9.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-42.3K- 70.48% |
$221K - $265K
|
17.7K
$102K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-66.3K- 48.73% |
$346K - $414K
|
69.8K
$400K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-200K- 97.01% |
$1.04M - $1.25M
|
6.17K
$35.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-387K- 84.11% |
$2.02M - $2.42M
|
73.1K
$419K
|