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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
10.2KNew |
$52K - $62.6K
|
10.2K
$51.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6New |
$30.6 - $36.8
|
6
$30.2
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
12KNew |
$61.1K - $73.6K
|
12K
$60.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
8KNew |
$40.8K - $49.1K
|
8K
$40.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.65K- 10.49% |
$8.41K - $10.1K
|
14.1K
$70.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-3.4K- 76.18% |
$17.4K - $20.9K
|
1.06K
$5.35K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-700- 87.5% |
$3.57K - $4.3K
|
100
$503
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
190New |
$969 - $1.17K
|
190
$956
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
94+ 154.1% |
$479 - $577
|
155
$780
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
15.2KNew |
$86.2K - $99.9K
|
15.2K
$76.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
3K+ 17.75% |
$17K - $19.7K
|
19.9K
$100K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-2.03K- 5.4% |
$11.5K - $13.3K
|
35.5K
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
9.4KNew |
$53.4K - $61.9K
|
9.4K
$47.3K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
24.1K+ 116.34% |
$137K - $159K
|
44.9K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
524KNew |
$2.98M - $3.45M
|
524K
$2.63M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4+ 2.25% |
$22.7 - $26.3
|
182
$915
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-18.5K- 33.16% |
$105K - $122K
|
37.4K
$188K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
110New |
$625 - $724
|
110
$553
|
|
|
Feb 09, 2024
Q4 2023
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
390+ 2.5% |
$2.22K - $2.57K
|
16K
$80.6K
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
72.5KNew |
$412K - $477K
|
72.5K
$365K
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
4.69KNew |
$26.6K - $30.9K
|
4.69K
$23.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-8.3K- 21.79% |
$47.2K - $54.6K
|
29.8K
$150K
|
|
|
Feb 01, 2024
Q4 2023
|
Foundry Partners, LLC
|
SELL
|
- |
-316K- 61.85% |
$1.79M - $2.08M
|
195K
$980K
|
|
|
Jan 30, 2024
Q4 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
30.4K+ 23.05% |
$173K - $200K
|
162K
$817K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
229+ 1.82% |
$1.3K - $1.51K
|
12.8K
$64.3K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
188New |
$1.22K - $1.86K
|
188
$946
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.17KNew |
$14.1K - $21.5K
|
2.17K
$10.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.2KNew |
$85.3K - $131K
|
13.2K
$66.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-1.55K- 22.9% |
$10K - $15.3K
|
5.21K
$26.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-55.9K- 47.72% |
$362K - $554K
|
61.2K
$308K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-16- 0.67% |
$104 - $159
|
2.38K
$12K
|
|
|
Nov 14, 2023
Q3 2023
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
22KNew |
$142K - $218K
|
22K
$111K
|
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-3.43K- 21.18% |
$22.2K - $34K
|
12.8K
$64.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
203New |
$1.31K - $2.01K
|
203
$1.02K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
16.6KNew |
$108K - $165K
|
16.6K
$83.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
7.75KNew |
$50.1K - $76.9K
|
7.75K
$39K
|
|
|
Nov 09, 2023
Q3 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
128+ 0.27% |
$828 - $1.27K
|
48.1K
$242K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
450+ 45.0% |
$2.91K - $4.46K
|
1.45K
$7.29K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
99New |
$641 - $982
|
99
$498
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
BUY
|
- |
18+ 0.51% |
$116 - $179
|
3.53K
$17.8K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
158New |
$1.02K - $1.57K
|
158
$795
|
|
|
Oct 12, 2023
Q3 2023
|
Legato Capital Management LLC
|
BUY
|
- |
12.7KNew |
$82K - $126K
|
12.7K
$63.7K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
14.7KNew |
$91.9K - $125K
|
14.7K
$74.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-821- 7.09% |
$5.11K - $6.98K
|
10.8K
$54.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-700K- 90.07% |
$4.36M - $5.95M
|
77.2K
$388K
|
|
|
Aug 14, 2023
Q2 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-9.21K- 33.66% |
$57.4K - $78.3K
|
18.1K
$91.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
31.2KNew |
$194K - $265K
|
31.2K
$157K
|
|
|
Aug 14, 2023
Q2 2023
|
Grandeur Peak Global Advisors, LLC
Salt Lake City, UT |
SELL
|
- |
-325K- 78.5% |
$2.02M - $2.76M
|
89K
$448K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.61KNew |
$16.2K - $22.1K
|
2.61K
$13.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
15.3KNew |
$95.4K - $130K
|
15.3K
$77K
|
|