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 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
805+ 0.92% |
$5.21K - $7.99K
|
88.3K
$512K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
553+ 7.93% |
$3.58K - $5.49K
|
7.53K
$43.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
450+ 45.0% |
$2.91K - $4.46K
|
1.45K
$8.41K
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
309+ 2.04% |
$2K - $3.07K
|
15.5K
$89.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
204+ 1.44% |
$1.32K - $2.02K
|
14.4K
$83.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
203New |
$1.31K - $2.01K
|
203
$1.18K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
194+ 5.37% |
$1.26K - $1.92K
|
3.81K
$22.1K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
188New |
$1.22K - $1.86K
|
188
$1.09K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
188New |
$1.22K - $1.86K
|
188
$1.09K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
178New |
$1.15K - $1.77K
|
178
$1.03K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
158New |
$1.02K - $1.57K
|
158
$916
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
128+ 0.27% |
$828 - $1.27K
|
48.1K
$279K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
99New |
$641 - $982
|
99
$574
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
18+ 0.51% |
$116 - $179
|
3.53K
$20.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-16- 0.67% |
$104 - $159
|
2.38K
$13.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-300- 0.12% |
$1.94K - $2.98K
|
252K
$1.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-734- 9.48% |
$4.75K - $7.28K
|
7.01K
$40.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.55K- 22.9% |
$10K - $15.3K
|
5.21K
$30.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.63K- 25.69% |
$10.5K - $16.1K
|
4.7K
$27.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-2.39K- 18.52% |
$15.5K - $23.7K
|
10.5K
$60.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-2.4K- 94.18% |
$15.5K - $23.8K
|
148
$858
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.6K- 17.56% |
$16.8K - $25.8K
|
12.2K
$70.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.87K- 0.91% |
$18.6K - $28.5K
|
314K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3.43K- 21.18% |
$22.2K - $34K
|
12.8K
$74K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.49K- 18.66% |
$22.5K - $34.6K
|
15.2K
$88.1K
|
|
|
Nov 14, 2023
Q3 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-3.64K- 34.73% |
$23.6K - $36.1K
|
6.85K
$39.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.01K- 16.3% |
$26K - $39.8K
|
20.6K
$119K
|
|
|
Nov 06, 2023
Q3 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-4.68K- 10.94% |
$30.3K - $46.5K
|
38.1K
$221K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.86K- 44.56% |
$37.9K - $58.2K
|
7.29K
$42.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-6.2K- 4.76% |
$40.1K - $61.5K
|
124K
$720K
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
SELL
|
- |
-7K- 10.12% |
$45.3K - $69.4K
|
62.2K
$361K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.96K- 17.94% |
$51.5K - $78.9K
|
36.4K
$211K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-12.4K- 0.75% |
$80.4K - $123K
|
1.64M
$9.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-17K- 80.73% |
$110K - $169K
|
4.06K
$23.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.5K- 5.53% |
$139K - $213K
|
367K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-23.4K- 22.9% |
$151K - $232K
|
78.7K
$456K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-30.6K- 14.22% |
$198K - $303K
|
185K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-44.8K- 2.91% |
$290K - $444K
|
1.49M
$8.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-47.3K- 35.24% |
$306K - $469K
|
86.9K
$504K
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
SELL
|
- |
-53.4K- 54.31% |
$346K - $530K
|
45K
$261K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-55.9K- 47.72% |
$362K - $554K
|
61.2K
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-64.4K- 7.03% |
$417K - $639K
|
852K
$4.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-66.9K- 2.4% |
$433K - $663K
|
2.72M
$15.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-104K- 25.46% |
$672K - $1.03M
|
304K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-128K- 38.09% |
$826K - $1.27M
|
207K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-158K- 83.42% |
$1.02M - $1.57M
|
31.4K
$182K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-265K- 41.6% |
$1.72M - $2.63M
|
372K
$2.16M
|