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 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
119New |
$676 - $783
|
119
$683
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
110New |
$625 - $724
|
110
$631
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
15New |
$85.2 - $98.7
|
15
$86.1
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4+ 2.25% |
$22.7 - $26.3
|
182
$1.04K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3+ 1.46% |
$17 - $19.7
|
209
$1.2K
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-62- 0.4% |
$352 - $408
|
15.4K
$88.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-316- 6.61% |
$1.79K - $2.08K
|
4.47K
$25.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-348- 9.38% |
$1.98K - $2.29K
|
3.36K
$19.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-562- 3.7% |
$3.19K - $3.7K
|
14.6K
$84K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1.24K- 4.56% |
$7.02K - $8.13K
|
25.9K
$148K
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.74K- 25.41% |
$9.88K - $11.4K
|
5.11K
$29.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.03K- 5.4% |
$11.5K - $13.3K
|
35.5K
$204K
|
|
|
Feb 13, 2024
Q4 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-3.55K- 1.41% |
$20.1K - $23.3K
|
249K
$1.43M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.12K- 98.82% |
$29.1K - $33.7K
|
61
$350
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-7.39K- 66.64% |
$42K - $48.6K
|
3.7K
$21.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-8K- 4.34% |
$45.4K - $52.6K
|
177K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-8.3K- 21.79% |
$47.2K - $54.6K
|
29.8K
$171K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-8.78K- 10.11% |
$49.9K - $57.8K
|
78.1K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-8.87K- 42.42% |
$50.4K - $58.4K
|
12K
$69.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-8.9K- 20.29% |
$50.5K - $58.5K
|
35K
$201K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11.9K- 97.63% |
$67.6K - $78.3K
|
289
$1.66K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-14K- 62.54% |
$79.6K - $92.2K
|
8.39K
$48.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-16.5K- 52.52% |
$93.6K - $108K
|
14.9K
$85.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Man Group PLC
London, X0 |
SELL
|
- |
-17.6K- 14.17% |
$100K - $116K
|
107K
$612K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-17.9K- 22.98% |
$102K - $118K
|
60K
$344K
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-18.5K- 33.16% |
$105K - $122K
|
37.4K
$215K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-21.7K- 12.19% |
$123K - $143K
|
156K
$897K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-26.9K- 56.99% |
$153K - $177K
|
20.3K
$117K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-49.1K- 2.97% |
$279K - $323K
|
1.6M
$9.2M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-64.1K- 56.45% |
$364K - $422K
|
49.5K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-65.4K- 83.1% |
$371K - $430K
|
13.3K
$76.3K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-104K- 16.22% |
$588K - $681K
|
535K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-104K- 50.33% |
$593K - $687K
|
103K
$591K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-130K- 8.72% |
$741K - $858K
|
1.36M
$7.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-142K- 57.63% |
$807K - $935K
|
104K
$600K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-148K- 63.84% |
$838K - $971K
|
83.6K
$480K
|
|
|
Feb 01, 2024
Q4 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-316K- 61.85% |
$1.79M - $2.08M
|
195K
$1.12M
|