Latest Institutional Transactions on Evolution Petroleum Corp (EPM)
This table provides information on the latest institutional transactions involving Evolution Petroleum Corp (EPM) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-9.81K- 27.37% |
$47.9K - $59.9K
|
26K
$131K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
366+ 3.1% |
$1.79K - $2.24K
|
12.2K
$61.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
2.66K+ 0.37% |
$13K - $16.2K
|
713K
$3.58M
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-1.25K- 0.63% |
$6.11K - $7.66K
|
198K
$995K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.3K+ 40.5% |
$74.9K - $93.7K
|
53.2K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.2K+ 37.48% |
$83.9K - $105K
|
63.1K
$317K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
149K+ 31.03% |
$728K - $911K
|
630K
$3.17M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
22.2K+ 24.58% |
$108K - $136K
|
113K
$567K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.96K+ 45.49% |
$24.2K - $30.3K
|
15.8K
$79.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.93K+ 0.31% |
$24K - $30.1K
|
1.59M
$8M
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
11.1KNew |
$54.1K - $67.8K
|
11.1K
$55.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
13KNew |
$63.5K - $79.5K
|
13K
$65.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-15- 50.0% |
$73.2 - $91.7
|
15
$75.5
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.82K+ 11.7% |
$8.9K - $11.1K
|
17.4K
$87.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
29.6KNew |
$144K - $181K
|
29.6K
$149K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
10.1K+ 1.23% |
$49.4K - $61.9K
|
833K
$4.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.47K- 10.0% |
$7.16K - $8.97K
|
13.2K
$66.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1KNew |
$4.88K - $6.11K
|
1K
$5.03K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
470New |
$2.29K - $2.87K
|
470
$2.36K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
282KNew |
$1.38M - $1.73M
|
282K
$1.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
20.9K+ 166.39% |
$102K - $128K
|
33.5K
$168K
|
|
|
Feb 06, 2025
Q4 2024
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-10.5K- 4.49% |
$51.2K - $64.2K
|
223K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-217- 74.06% |
$1.06K - $1.33K
|
76
$382
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
21.5KNew |
$105K - $132K
|
21.5K
$108K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
953New |
$4.65K - $5.82K
|
953
$4.79K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
486+ 141.69% |
$2.37K - $2.97K
|
829
$4.17K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.66K- 4.04% |
$8.08K - $10.1K
|
39.4K
$198K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
783New |
$3.82K - $4.78K
|
783
$3.94K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-1.37K- 10.25% |
$6.71K - $8.4K
|
12K
$60.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 6.85% |
$83 - $104
|
265
$1.33K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.3K+ 0.8% |
$11.2K - $14.1K
|
290K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.65K+ 25.06% |
$12.9K - $16.2K
|
13.2K
$66.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
202+ 82.45% |
$986 - $1.23K
|
447
$2.25K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
20.7K+ 9.68% |
$101K - $126K
|
235K
$1.18M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
1.13K+ 219.46% |
$5.5K - $6.89K
|
1.64K
$8.26K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
662+ 2068.75% |
$3.23K - $4.04K
|
694
$3.49K
|
|
| Q3 2024 | |||||||
|
Feb 28, 2025
Q3 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-4.38K- 36.19% |
$20.3K - $25.2K
|
7.71K
$38.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
15.9KNew |
$73.7K - $91.3K
|
15.9K
$79.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.4KNew |
$67K - $83K
|
14.4K
$72.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
10.3KNew |
$48K - $59.5K
|
10.3K
$52K
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
7.06K+ 24.85% |
$32.8K - $40.6K
|
35.5K
$178K
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-14K- 36.48% |
$64.7K - $80.2K
|
24.3K
$122K
|
|
|
Nov 14, 2024
Q3 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
19.5KNew |
$90.5K - $112K
|
19.5K
$98.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-61.6K- 79.49% |
$286K - $354K
|
15.9K
$80K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.2K+ 19.48% |
$5.58K - $6.91K
|
7.37K
$37.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.33KNew |
$15.5K - $19.2K
|
3.33K
$16.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
21.5KNew |
$99.8K - $124K
|
21.5K
$108K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
200New |
$928 - $1.15K
|
200
$1.01K
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
30.7KNew |
$143K - $177K
|
30.7K
$155K
|
|
|
Nov 12, 2024
Q3 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
19.7KNew |
$91.6K - $113K
|
19.7K
$99.3K
|
|