Purchases and Sales Made in Q3 2023 in Evolution Petroleum Corp (EPM)
This table provides information about the institutional ownership of Evolution Petroleum Corp (EPM) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
150K+ 155.74% |
$971K - $1.49M
|
247K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
150K+ 184.69% |
$970K - $1.49M
|
231K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
132KNew |
$854K - $1.31M
|
132K
$774K
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
105K+ 6.77% |
$677K - $1.04M
|
1.65M
$9.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Foundry Partners, LLC
|
BUY
|
- |
104K+ 25.51% |
$672K - $1.03M
|
511K
$2.99M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
82.4K+ 17.1% |
$533K - $817K
|
564K
$3.31M
|
|
|
Nov 13, 2023
Q3 2023
|
River Road Asset Management, LLC
|
BUY
|
- |
75.2K+ 6.25% |
$486K - $746K
|
1.28M
$7.49M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
72.7K+ 178.26% |
$471K - $722K
|
114K
$665K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
67.6K+ 652.21% |
$437K - $670K
|
77.9K
$457K
|
|
|
Nov 13, 2023
Q3 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
57K+ 10.58% |
$369K - $565K
|
596K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
54.8K+ 16.1% |
$355K - $544K
|
395K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
47.3KNew |
$306K - $469K
|
47.3K
$277K
|
|
|
Nov 13, 2023
Q3 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
45.1K+ 416.04% |
$292K - $447K
|
55.9K
$328K
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
43.1KNew |
$279K - $427K
|
43.1K
$252K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
42.9KNew |
$278K - $426K
|
42.9K
$252K
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
37.6KNew |
$243K - $373K
|
37.6K
$220K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
33.7K+ 5.82% |
$218K - $334K
|
612K
$3.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
33.3KNew |
$215K - $330K
|
33.3K
$195K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
33.1K+ 32.02% |
$214K - $328K
|
136K
$800K
|
|
|
Nov 13, 2023
Q3 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
32.9K+ 70.04% |
$213K - $326K
|
79.9K
$468K
|
|
|
Nov 09, 2023
Q3 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
30.9K+ 2.52% |
$200K - $306K
|
1.26M
$7.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
30.8K+ 191.27% |
$199K - $306K
|
46.9K
$275K
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
30K+ 6.75% |
$194K - $298K
|
475K
$2.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.8K+ 19.34% |
$186K - $286K
|
178K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
23.1K+ 111.12% |
$149K - $229K
|
43.9K
$257K
|
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
22KNew |
$142K - $218K
|
22K
$129K
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.9K+ 29.84% |
$116K - $178K
|
77.9K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
17.4K+ 498.8% |
$113K - $173K
|
20.9K
$123K
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
16.8KNew |
$108K - $166K
|
16.8K
$98.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.6KNew |
$108K - $165K
|
16.6K
$97.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.7KNew |
$102K - $156K
|
15.7K
$92.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.3K+ 33.05% |
$99.2K - $152K
|
61.7K
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
13.9K+ 2.21% |
$89.8K - $138K
|
642K
$3.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.5KNew |
$87.3K - $134K
|
13.5K
$79.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.2KNew |
$85.3K - $131K
|
13.2K
$77.3K
|
|
|
Oct 12, 2023
Q3 2023
|
Legato Capital Management LLC
|
BUY
|
- |
12.7KNew |
$82K - $126K
|
12.7K
$74.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Victory Capital Management Inc
|
BUY
|
- |
12.3K+ 82.68% |
$79.4K - $122K
|
27.1K
$159K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1KNew |
$78.1K - $120K
|
12.1K
$70.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
11.1KNew |
$71.8K - $110K
|
11.1K
$65K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
10.4KNew |
$67.3K - $103K
|
10.4K
$60.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.62K+ 87.81% |
$62.2K - $95.4K
|
20.6K
$121K
|
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
9.27K+ 19.14% |
$60K - $91.9K
|
57.7K
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
7.75KNew |
$50.1K - $76.9K
|
7.75K
$45.4K
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.18KNew |
$33.5K - $51.4K
|
5.18K
$30.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.25K+ 5.84% |
$14.6K - $22.3K
|
40.8K
$239K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.21K+ 10.93% |
$14.3K - $21.9K
|
22.4K
$131K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.17KNew |
$14.1K - $21.5K
|
2.17K
$12.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.93K+ 98.37% |
$12.5K - $19.1K
|
3.89K
$22.8K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.4KNew |
$9.08K - $13.9K
|
1.4K
$8.22K
|
|
|
Nov 13, 2023
Q3 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
1.15K+ 7.94% |
$7.44K - $11.4K
|
15.6K
$91.6K
|