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 14, 2020
Q2 2020
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-20KClosed |
$44.6K - $64K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.26KClosed |
$2.81K - $4.04K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-257Closed |
$573 - $822
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Spark Investment Management LLC
New York, NY |
SELL
|
- |
-22.6KClosed |
$50.3K - $72.2K
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Municipal Employees' Retirement System Of Michigan
|
SELL
|
- |
-60.4KClosed |
$135K - $193K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 26, 2020
Q1 2020
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-61Closed |
$132 - $343
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-350Closed |
$756 - $1.97K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-350Closed |
$756 - $1.97K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-16.3KClosed |
$35.2K - $91.7K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Dupont Capital Management Corp
|
SELL
|
- |
-82.5KClosed |
$178K - $464K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Denali Advisors LLC
|
SELL
|
- |
-15.1KClosed |
$32.6K - $84.9K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-2.1KClosed |
$10.7K - $12.3K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-24.4KClosed |
$124K - $143K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-200Closed |
$1.02K - $1.17K
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-113KClosed |
$573K - $661K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-30KClosed |
$152K - $176K
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-102KClosed |
$520K - $600K
|
0
$0
|
|
|
Feb 05, 2020
Q4 2019
|
Community Bank, N.A.
|
SELL
|
- |
-200Closed |
$1.02K - $1.17K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2KClosed |
$10.2K - $11.7K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Opus Capital Group, LLC
|
SELL
|
- |
-19.9KClosed |
$101K - $117K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-230Closed |
$1.17K - $1.35K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4KClosed |
$22.2K - $28.2K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-28.6KClosed |
$158K - $201K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Argent Capital Management LLC
|
SELL
|
- |
-237KClosed |
$1.32M - $1.67M
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
True Private Wealth Advisors
|
SELL
|
- |
-1.04KClosed |
$5.77K - $7.32K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 25, 2019
Q2 2019
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-86.1KClosed |
$516K - $628K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-10.1KClosed |
$67.9K - $80K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-168KClosed |
$1.14M - $1.34M
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.06KClosed |
$13.9K - $16.4K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-14.1KClosed |
$95.2K - $112K
|
0
$0
|
|
|
May 03, 2019
Q1 2019
|
Cavalier Investments, LLC
|
SELL
|
- |
-46KClosed |
$311K - $366K
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-10KClosed |
$67.5K - $79.5K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Mar 24, 2023
Q4 2018
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.5KNew |
$33.9K - $67.8K
|
5.5K
$23.4K
|
|
|
Feb 14, 2019
Q4 2018
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-42.3KClosed |
$261K - $521K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-9.5KClosed |
$58.6K - $117K
|
0
$0
|
|
|
Jan 07, 2019
Q4 2018
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.42KClosed |
$8.78K - $17.5K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Sep 07, 2021
Q3 2018
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.8KNew |
$17.4K - $21.3K
|
1.8K
$7.65K
|
|
|
Nov 15, 2018
Q3 2018
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-16.8KClosed |
$162K - $199K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-14.3KClosed |
$113K - $147K
|
0
$0
|
|
|
Jul 11, 2018
Q2 2018
|
Fenimore Asset Management Inc
|
SELL
|
- |
-577KClosed |
$4.56M - $5.94M
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-4.03KClosed |
$27.6K - $33.3K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Raffles Associates LP
New York, NY |
SELL
|
- |
-124KClosed |
$847K - $1.02M
|
0
$0
|
|
|
May 03, 2018
Q1 2018
|
Stephens Inc
|
SELL
|
- |
-62.1KClosed |
$425K - $512K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Nantahala Capital Management, LLC
New Canaan, CT |
SELL
|
- |
-131KClosed |
$842K - $980K
|
0
$0
|
|
|
Feb 08, 2018
Q4 2017
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-210- 37.5% |
$1.35K - $1.58K
|
350
$1.49K
|
|
|
Feb 01, 2018
Q4 2017
|
Nationwide Fund Advisors
|
SELL
|
- |
-15.9KClosed |
$103K - $119K
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 13, 2017
Q3 2017
|
Mckinley Capital Management LLC
|
SELL
|
- |
-177KClosed |
$1.18M - $1.43M
|
0
$0
|
|
| Q2 2017 | |||||||
|
Aug 08, 2017
Q2 2017
|
Atwood & Palmer Inc
|
BUY
|
- |
5KNew |
N/A
|
5K
$21.3K
|
|