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 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-5.45K- 58.34% |
$25.3K - $31.4K
|
3.89K
$19.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.67KNew |
$7.75K - $9.61K
|
1.67K
$8.41K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
782New |
$3.63K - $4.5K
|
782
$3.93K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
11New |
$51 - $63.3
|
11
$55.3
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-33- 13.81% |
$153 - $190
|
206
$1.04K
|
|
|
Oct 28, 2024
Q3 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-17.5K- 35.74% |
$81.2K - $101K
|
31.5K
$158K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-222- 1.53% |
$1.03K - $1.28K
|
14.3K
$71.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
322+ 245.8% |
$1.49K - $1.85K
|
453
$2.28K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-164K- 90.78% |
$761K - $944K
|
16.7K
$83.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
51.7K+ 27.07% |
$240K - $297K
|
243K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-3.3K- 71.74% |
$15.3K - $19K
|
1.3K
$6.54K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.5KNew |
$6.96K - $8.63K
|
1.5K
$7.55K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10KNew |
$46.4K - $57.5K
|
10K
$50.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
55.9KNew |
$260K - $322K
|
55.9K
$281K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
325+ 5.96% |
$1.7K - $2.03K
|
5.78K
$29K
|
|
|
Aug 15, 2024
Q2 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
65.4KNew |
$342K - $409K
|
65.4K
$329K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-900- 28.84% |
$4.7K - $5.63K
|
2.22K
$11.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-387K- 84.11% |
$2.02M - $2.42M
|
73.1K
$368K
|
|
|
Aug 14, 2024
Q2 2024
|
Penn Mutual Asset Management, LLC
Horsham, PA |
BUY
|
- |
17K+ 39.38% |
$88.7K - $106K
|
60.2K
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
17.3KNew |
$90.2K - $108K
|
17.3K
$86.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-42.3K- 70.48% |
$221K - $265K
|
17.7K
$89.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
17.6KNew |
$91.9K - $110K
|
17.6K
$88.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
101KNew |
$525K - $628K
|
101K
$506K
|
|
|
Aug 13, 2024
Q2 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
CALL |
11.9KNew |
$62.1K - $74.4K
|
11.9K
$59.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-36.7K- 1.39% |
$191K - $229K
|
2.61M
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.8KNew |
$77.3K - $92.5K
|
14.8K
$74.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-66.3K- 48.73% |
$346K - $414K
|
69.8K
$351K
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-886- 1.05% |
$4.62K - $5.54K
|
83.5K
$420K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
5.08K+ 6.08% |
$26.5K - $31.7K
|
88.5K
$445K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
50New |
$261 - $313
|
50
$252
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
107KNew |
$561K - $671K
|
107K
$540K
|
|
|
Jul 29, 2024
Q2 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
771+ 4.97% |
$4.02K - $4.82K
|
16.3K
$81.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.89K+ 3.41% |
$9.88K - $11.8K
|
57.4K
$289K
|
|
|
Jul 19, 2024
Q2 2024
|
River Road Asset Management, LLC
|
BUY
|
- |
65.1K+ 5.18% |
$340K - $407K
|
1.32M
$6.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
57.9KNew |
$302K - $362K
|
57.9K
$291K
|
|
| Q1 2024 | |||||||
|
Feb 07, 2025
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
10.7KNew |
$54.6K - $65.7K
|
10.7K
$53.8K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.8KNew |
$60K - $72.3K
|
11.8K
$59.2K
|
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
47.4KNew |
$242K - $291K
|
47.4K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-72.7K- 46.54% |
$371K - $446K
|
83.5K
$420K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-80.1K- 77.77% |
$409K - $492K
|
22.9K
$115K
|
|
|
May 15, 2024
Q1 2024
|
Man Group PLC
London, X0 |
SELL
|
- |
-82.2K- 77.12% |
$419K - $505K
|
24.4K
$123K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.09K- 77.48% |
$5.54K - $6.67K
|
316
$1.59K
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-12- 0.69% |
$61.2 - $73.7
|
1.72K
$8.67K
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
781+ 388.56% |
$3.98K - $4.8K
|
982
$4.94K
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
SELL
|
- |
-66.1K- 64.21% |
$337K - $406K
|
36.9K
$185K
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-5.5K- 8.84% |
$28K - $33.8K
|
56.7K
$285K
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-132- 0.86% |
$673 - $810
|
15.3K
$76.9K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
9.07K+ 75.27% |
$46.2K - $55.7K
|
21.1K
$106K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
250New |
$1.28K - $1.54K
|
250
$1.26K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
16.5KNew |
$84.4K - $102K
|
16.5K
$83.2K
|
|