Purchases and Sales Made in Q4 2024 in Evolution Petroleum Corp (EPM)
This table provides information about the institutional ownership of Evolution Petroleum Corp (EPM) during Q4 2024. 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, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
760+ 4.53% |
$3.71K - $4.64K
|
17.5K
$75.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
677+ 856.96% |
$3.3K - $4.14K
|
756
$3.24K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
662+ 2068.75% |
$3.23K - $4.04K
|
694
$2.98K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
500New |
$2.44K - $3.06K
|
500
$2.15K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
486+ 141.69% |
$2.37K - $2.97K
|
829
$3.56K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
470New |
$2.29K - $2.87K
|
470
$2.02K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
366+ 3.1% |
$1.79K - $2.24K
|
12.2K
$52.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
347+ 4.04% |
$1.69K - $2.12K
|
8.93K
$38.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
202+ 82.45% |
$986 - $1.23K
|
447
$1.92K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
163New |
$795 - $996
|
163
$699
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35+ 2.3% |
$171 - $214
|
1.56K
$6.69K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
22+ 146.67% |
$107 - $134
|
37
$159
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 6.85% |
$83 - $104
|
265
$1.14K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 50.0% |
$73.2 - $91.7
|
15
$64.4
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-150- 0.35% |
$732 - $917
|
43.2K
$185K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-217- 74.06% |
$1.06K - $1.33K
|
76
$326
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-303- 6.9% |
$1.48K - $1.85K
|
4.09K
$17.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-386- 2.87% |
$1.88K - $2.36K
|
13.1K
$56.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-587- 1.3% |
$2.86K - $3.59K
|
44.7K
$192K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-1.25K- 0.63% |
$6.11K - $7.66K
|
198K
$849K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.37K- 10.25% |
$6.71K - $8.4K
|
12K
$51.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.47K- 10.0% |
$7.16K - $8.97K
|
13.2K
$56.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.66K- 4.04% |
$8.08K - $10.1K
|
39.4K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-2.3K- 2.34% |
$11.2K - $14.1K
|
96K
$412K
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-6.91K- 14.89% |
$33.7K - $42.2K
|
39.5K
$169K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-9.5K- 18.63% |
$46.4K - $58K
|
41.5K
$178K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9.81K- 27.37% |
$47.9K - $59.9K
|
26K
$112K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.1K- 38.72% |
$49.1K - $61.5K
|
15.9K
$68.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-10.5K- 4.49% |
$51.2K - $64.2K
|
223K
$957K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-16.8K- 2.64% |
$82K - $103K
|
621K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-19.1K- 85.77% |
$93.2K - $117K
|
3.17K
$13.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-23.5K- 2.15% |
$115K - $144K
|
1.07M
$4.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-25.6K- 2.29% |
$125K - $157K
|
1.1M
$4.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-69.1K- 59.86% |
$337K - $422K
|
46.3K
$199K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-91.4K- 14.32% |
$446K - $558K
|
547K
$2.35M
|