Purchases and Sales Made in Q4 2023 in Evolution Petroleum Corp (EPM)
This table provides information about the institutional ownership of Evolution Petroleum Corp (EPM) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
524KNew |
$2.98M - $3.45M
|
524K
$3.01M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
449KNew |
$2.55M - $2.95M
|
449K
$2.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
168K+ 45.69% |
$952K - $1.1M
|
535K
$3.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
161K+ 4231.32% |
$915K - $1.06M
|
165K
$947K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
148K+ 39.8% |
$842K - $975K
|
521K
$2.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranger Investment Management, L.P.
Dallas, TX |
BUY
|
- |
122K+ 14.31% |
$693K - $802K
|
974K
$5.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
104K+ 17.51% |
$592K - $686K
|
700K
$4.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
103KNew |
$585K - $678K
|
103K
$591K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
94.1K+ 15.38% |
$535K - $619K
|
706K
$4.05M
|
|
|
Feb 14, 2024
Q4 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
81K+ 14.36% |
$460K - $533K
|
645K
$3.7M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
72.5KNew |
$412K - $477K
|
72.5K
$416K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
64.8KNew |
$368K - $427K
|
64.8K
$372K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
54.3K+ 88.02% |
$309K - $357K
|
116K
$666K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
45.7K+ 1.68% |
$260K - $301K
|
2.77M
$15.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
44.8K+ 6.98% |
$254K - $294K
|
686K
$3.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.6K+ 641.05% |
$242K - $280K
|
49.2K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
39.9K+ 254.1% |
$227K - $263K
|
55.6K
$319K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
37.1K+ 529.21% |
$211K - $244K
|
44.1K
$253K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
33.3K+ 91.5% |
$189K - $219K
|
69.7K
$400K
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
32.9K+ 2.62% |
$187K - $216K
|
1.29M
$7.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
30.4K+ 23.05% |
$173K - $200K
|
162K
$933K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
26.9KNew |
$153K - $177K
|
26.9K
$155K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
25K+ 18.3% |
$142K - $164K
|
161K
$927K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
24.9K+ 1.51% |
$141K - $164K
|
1.67M
$9.57M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
24.1K+ 116.34% |
$137K - $159K
|
44.9K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
15.2KNew |
$86.2K - $99.9K
|
15.2K
$87.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.1K+ 4.49% |
$80.2K - $92.9K
|
328K
$1.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13K+ 38.98% |
$73.7K - $85.3K
|
46.3K
$265K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
12.2K+ 116.92% |
$69.1K - $80K
|
22.6K
$129K
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
10K+ 17.34% |
$56.8K - $65.8K
|
67.7K
$388K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
9.45K+ 233.07% |
$53.7K - $62.2K
|
13.5K
$77.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
9.4KNew |
$53.4K - $61.9K
|
9.4K
$54K
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
8.16K+ 18.14% |
$46.3K - $53.7K
|
53.1K
$305K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.46K+ 17.37% |
$42.4K - $49.1K
|
50.4K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.37K+ 163.9% |
$36.2K - $41.9K
|
10.3K
$58.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
5.21K+ 49.54% |
$29.6K - $34.3K
|
15.7K
$90.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
4.69KNew |
$26.6K - $30.9K
|
4.69K
$26.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
4.5K+ 12.57% |
$25.6K - $29.6K
|
40.3K
$231K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.93K+ 14.26% |
$16.7K - $19.3K
|
23.5K
$135K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.9K+ 9.2% |
$10.8K - $12.5K
|
22.5K
$129K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
1.48K+ 3.62% |
$8.39K - $9.72K
|
42.3K
$243K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.19K+ 2.54% |
$6.78K - $7.85K
|
48.1K
$276K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
750+ 15.96% |
$4.26K - $4.94K
|
5.45K
$31.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
744+ 10.2% |
$4.23K - $4.9K
|
8.04K
$46.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
459+ 310.14% |
$2.61K - $3.02K
|
607
$3.48K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
431+ 5.73% |
$2.45K - $2.84K
|
7.96K
$45.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
390+ 2.5% |
$2.22K - $2.57K
|
16K
$91.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
229+ 1.82% |
$1.3K - $1.51K
|
12.8K
$73.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
201New |
$1.14K - $1.32K
|
201
$1.15K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
129+ 0.89% |
$733 - $849
|
14.5K
$83.5K
|