Purchases and Sales Made in Q4 2022 in Evolution Petroleum Corp (EPM)
This table provides information about the institutional ownership of Evolution Petroleum Corp (EPM) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
354K+ 1771.37% |
$2.36M - $2.91M
|
374K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
287KNew |
$1.91M - $2.36M
|
287K
$1.43M
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
194K+ 240.1% |
$1.29M - $1.6M
|
275K
$1.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
176K+ 122.65% |
$1.17M - $1.45M
|
319K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
137K+ 21.17% |
$916K - $1.13M
|
787K
$3.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
108KNew |
$717K - $886K
|
108K
$537K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
91.7KNew |
$611K - $755K
|
91.7K
$458K
|
|
|
Feb 13, 2023
Q4 2022
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
90.5K+ 58.67% |
$603K - $745K
|
245K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
70.9KNew |
$472K - $583K
|
70.9K
$354K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
68.8K+ 186.57% |
$458K - $566K
|
106K
$527K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
32.7KNew |
$218K - $269K
|
32.7K
$163K
|
|
|
Feb 14, 2023
Q4 2022
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
25.1KNew |
$167K - $207K
|
25.1K
$125K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.7K+ 166.78% |
$158K - $195K
|
37.8K
$189K
|
|
|
Feb 14, 2023
Q4 2022
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
21.8K+ 2.73% |
$146K - $180K
|
823K
$4.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
18.6KNew |
$124K - $153K
|
18.6K
$92.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
15.4K+ 644.05% |
$102K - $126K
|
17.8K
$88.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
14.3KNew |
$94.9K - $117K
|
14.3K
$71.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
14.2KNew |
$94.7K - $117K
|
14.2K
$70.9K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
14KNew |
$93.2K - $115K
|
14K
$69.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.8K+ 112.11% |
$92K - $114K
|
26.1K
$130K
|
|
|
Feb 08, 2023
Q4 2022
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
10.9K+ 12.6% |
$72.6K - $89.7K
|
97.4K
$486K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
10.4KNew |
$69.1K - $85.4K
|
10.4K
$51.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
9.55K+ 3.62% |
$63.6K - $78.6K
|
274K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
6.83KNew |
$45.5K - $56.2K
|
6.83K
$34.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
3.83KNew |
$25.5K - $31.5K
|
3.83K
$19.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.83K+ 49.9% |
$25.5K - $31.5K
|
11.5K
$57.3K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.8K+ 182.18% |
$25.3K - $31.3K
|
5.89K
$29.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.53K+ 881.25% |
$23.5K - $29K
|
3.93K
$19.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.68KNew |
$17.8K - $22K
|
2.68K
$13.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.52K+ 3.3% |
$10.1K - $12.5K
|
47.7K
$238K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.4K+ 3.34% |
$9.32K - $11.5K
|
43.3K
$216K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.2K+ 584.47% |
$8.02K - $9.91K
|
1.41K
$7.04K
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
1.07K+ 3.46% |
$7.15K - $8.83K
|
32.1K
$160K
|
|
|
Feb 09, 2023
Q4 2022
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
833New |
$5.55K - $6.86K
|
833
$4.16K
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
670+ 0.05% |
$4.46K - $5.51K
|
1.27M
$6.33M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
657New |
$4.38K - $5.41K
|
657
$3.28K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
451+ 0.48% |
$3K - $3.71K
|
93.7K
$467K
|
|
|
Jan 30, 2023
Q4 2022
|
Wealth Trust Axiom LLC
|
BUY
|
- |
368+ 0.02% |
$2.45K - $3.03K
|
1.67M
$8.32M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
206New |
$1.37K - $1.7K
|
206
$1.03K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
165+ 1.62% |
$1.1K - $1.36K
|
10.3K
$51.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
138+ 0.38% |
$919 - $1.14K
|
36.3K
$181K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
80New |
$533 - $658
|
80
$399
|
|
|
Jan 13, 2023
Q4 2022
|
Copeland Capital Management, LLC
|
BUY
|
- |
55+ 1.47% |
$366 - $453
|
3.81K
$19K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32+ 2.18% |
$213 - $263
|
1.5K
$7.48K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-65- 0.01% |
$433 - $535
|
1.05M
$5.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-237- 0.5% |
$1.58K - $1.95K
|
46.9K
$234K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-267- 0.12% |
$1.78K - $2.2K
|
215K
$1.07M
|
|
|
Jan 30, 2023
Q4 2022
|
Foundry Partners, LLC
|
SELL
|
- |
-270- 0.06% |
$1.8K - $2.22K
|
416K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-385- 0.38% |
$2.56K - $3.17K
|
102K
$510K
|