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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.72KNew |
$8.02K - $9.43K
|
1.72K
$7.33K
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
122K+ 14.28% |
$568K - $668K
|
978K
$4.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
68+ 0.01% |
$316 - $372
|
728K
$3.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-12.7K- 25.29% |
$58.9K - $69.3K
|
37.5K
$159K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-223- 1.49% |
$1.04K - $1.22K
|
14.7K
$62.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-32.8K- 2.24% |
$153K - $180K
|
1.43M
$6.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-11.3K- 19.14% |
$52.4K - $61.7K
|
47.6K
$202K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
5.83K+ 37.86% |
$27.1K - $31.9K
|
21.2K
$90.3K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
567+ 0.59% |
$2.64K - $3.1K
|
96.8K
$411K
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
46.3KNew |
$215K - $253K
|
46.3K
$197K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1New |
$4.65 - $5.47
|
1
$4.25
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
123+ 1366.67% |
$572 - $673
|
132
$561
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-55- 47.83% |
$256 - $301
|
60
$255
|
|
|
Nov 07, 2025
Q3 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
5.1K+ 0.32% |
$23.7K - $27.9K
|
1.6M
$6.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.93K- 11.84% |
$8.96K - $10.5K
|
14.3K
$61K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.68K+ 6.71% |
$7.82K - $9.2K
|
26.7K
$114K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-5.34K- 12.77% |
$24.8K - $29.2K
|
36.5K
$155K
|
|
|
Nov 05, 2025
Q3 2025
|
Ranger Investment Management, L.P.
Dallas, TX |
SELL
|
- |
-203K- 17.67% |
$942K - $1.11M
|
944K
$4.01M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
107+ 65.24% |
$498 - $585
|
271
$1.15K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6+ 1.22% |
$27.9 - $32.8
|
497
$2.11K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-415- 53.0% |
$1.93K - $2.27K
|
368
$1.56K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
16.9K+ 51.38% |
$78.6K - $92.4K
|
49.8K
$212K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.39K+ 10.34% |
$11.1K - $13.1K
|
25.5K
$108K
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-12- 0.04% |
$55.8 - $65.6
|
27.3K
$116K
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.56K+ 0.49% |
$7.24K - $8.52K
|
317K
$1.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
136KNew |
$632K - $743K
|
136K
$578K
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-4.89K- 16.52% |
$22.7K - $26.7K
|
24.7K
$105K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
1.07KNew |
$4.97K - $5.85K
|
1.07K
$4.54K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
152New |
$707 - $831
|
152
$646
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.1K+ 3.92% |
$5.09K - $5.99K
|
29K
$123K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
67+ 2.5% |
$312 - $366
|
2.75K
$11.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
12.4KNew |
$57.8K - $68K
|
12.4K
$52.8K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-148K- 17.81% |
$686K - $807K
|
681K
$2.89M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-4- 57.14% |
$18.6 - $21.9
|
3
$12.8
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
19.7K+ 20.21% |
$91.4K - $108K
|
117K
$497K
|
|
|
Oct 16, 2025
Q3 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
11.8KNew |
$55K - $64.7K
|
11.8K
$50.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
2.13K+ 212.97% |
$9.92K - $11.7K
|
3.14K
$13.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-226- 36.16% |
$1.05K - $1.24K
|
399
$1.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
56+ 27.18% |
$260 - $306
|
262
$1.11K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.8K+ 2288.42% |
$191K - $243K
|
48.9K
$208K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
13.3KNew |
$54.1K - $69K
|
13.3K
$56.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
673+ 0.98% |
$2.74K - $3.49K
|
69.3K
$295K
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
3.02K+ 24.64% |
$12.3K - $15.7K
|
15.3K
$64.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
16.3KNew |
$66.3K - $84.6K
|
16.3K
$69.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.17K+ 585.5% |
$4.77K - $6.08K
|
1.37K
$5.83K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
131New |
$533 - $680
|
131
$557
|
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-8.56K- 27.86% |
$34.8K - $44.4K
|
22.2K
$94.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
788+ 1.29% |
$3.21K - $4.09K
|
62K
$263K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-8.52K- 70.49% |
$34.7K - $44.2K
|
3.57K
$15.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|