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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
4K+ 36.36% |
$24.9K - $34K
|
15K
$75.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
16.7KNew |
$104K - $142K
|
16.7K
$84.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-107K- 35.12% |
$664K - $906K
|
197K
$991K
|
|
|
Aug 02, 2023
Q2 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
115K+ 122.81% |
$715K - $975K
|
208K
$1.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
2.23KNew |
$13.9K - $19K
|
2.23K
$11.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
71.6KNew |
$446K - $609K
|
71.6K
$360K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
68New |
$424 - $578
|
68
$342
|
|
| Q1 2023 | |||||||
|
May 16, 2023
Q1 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-3.12K- 19.93% |
$16.9K - $22.8K
|
12.5K
$63.1K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-14.1K- 43.27% |
$76.6K - $103K
|
18.5K
$93.3K
|
|
|
May 15, 2023
Q1 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-6.38K- 26.28% |
$34.6K - $46.7K
|
17.9K
$90K
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-7.55K- 40.61% |
$40.9K - $55.2K
|
11K
$55.5K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29.3K+ 80.9% |
$159K - $214K
|
65.6K
$330K
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
12.9KNew |
$70K - $94.4K
|
12.9K
$64.9K
|
|
|
May 15, 2023
Q1 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.56K- 17.99% |
$13.9K - $18.7K
|
11.7K
$58.6K
|
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
5.39KNew |
$29.2K - $39.4K
|
5.39K
$27.1K
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
7.17KNew |
$38.8K - $52.4K
|
7.17K
$36.1K
|
|
|
May 15, 2023
Q1 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-53.2K- 50.0% |
$288K - $389K
|
53.2K
$267K
|
|
|
May 15, 2023
Q1 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-55.4K- 72.83% |
$300K - $405K
|
20.6K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
4.86KNew |
$26.3K - $35.5K
|
4.86K
$24.4K
|
|
|
May 11, 2023
Q1 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
11.5KNew |
$62.4K - $84.2K
|
11.5K
$58K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
282KNew |
$1.53M - $2.06M
|
282K
$1.42M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
500+ 100.0% |
$2.71K - $3.66K
|
1K
$5.03K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$542 - $731
|
100
$503
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
12+ 1.83% |
$65 - $87.7
|
669
$3.37K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-500- 3.57% |
$2.71K - $3.66K
|
13.5K
$67.9K
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
16.8KNew |
$91.1K - $123K
|
16.8K
$84.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-40.9K- 20.91% |
$272K - $336K
|
155K
$777K
|
|
|
Feb 14, 2023
Q4 2022
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-87K- 25.22% |
$579K - $716K
|
258K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Wasatch Advisors Inc
Salt Lake City, UT |
SELL
|
- |
-325K- 15.86% |
$2.17M - $2.68M
|
1.73M
$8.68M
|
|
|
Feb 14, 2023
Q4 2022
|
683 Capital Management, LLC
New York, NY |
BUY
|
- |
25.1KNew |
$167K - $207K
|
25.1K
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-14.1K- 47.63% |
$93.9K - $116K
|
15.5K
$78K
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
10.4KNew |
$69.1K - $85.4K
|
10.4K
$52.2K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
80New |
$533 - $658
|
80
$402
|
|
|
Jan 26, 2023
Q4 2022
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-70K- 41.18% |
$466K - $576K
|
100K
$503K
|
|
|
Jan 04, 2023
Q4 2022
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-69.5KClosed |
$463K - $572K
|
0
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
14.3KNew |
$70.7K - $122K
|
14.3K
$71.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-12.5K- 34.89% |
$62.1K - $107K
|
23.4K
$118K
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
23.5KNew |
$116K - $200K
|
23.5K
$118K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1KNew |
$4.95K - $8.53K
|
1K
$5.03K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
1.58KNew |
$7.8K - $13.4K
|
1.58K
$7.93K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Friess Associates LLC
Greenville, DE |
SELL
|
- |
-365KClosed |
$1.99M - $2.81M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-1.1K- 8.87% |
$6.01K - $8.46K
|
11.3K
$56.8K
|
|
|
Aug 12, 2022
Q2 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-706Closed |
$3.85K - $5.43K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
20.7K+ 67.52% |
$113K - $159K
|
51.3K
$258K
|
|
|
Jul 29, 2022
Q2 2022
|
Amica Retiree Medical Trust
|
SELL
|
- |
-10.1K- 11.58% |
$54.9K - $77.3K
|
76.8K
$386K
|
|
|
Jul 29, 2022
Q2 2022
|
Amica Mutual Insurance CO
|
SELL
|
- |
-81.9K- 11.58% |
$447K - $630K
|
625K
$3.15M
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-37.8KClosed |
$206K - $291K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-6.99KClosed |
$38.2K - $53.8K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.74K- 92.21% |
$9.51K - $13.4K
|
147
$739
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-46- 3.63% |
$238 - $363
|
1.22K
$6.14K
|
|