Institutional Ownership Evolution Petroleum Corp (EPM)
This table provides information about the institutional ownership of Evolution Petroleum Corp (EPM). We have compiled data on the 117 institutions that hold shares in the stock, with a total of 19.2 Million shares, which have been reported (via 13F filing form) to have a value of $83.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,608,605
shares
|
$11.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
1,737,867
shares
|
$7.54 Million
2.77% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
1,590,830
shares
|
$6.9 Million
0.0% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
1,510,454
shares
|
$6.56 Million
0.0% of portfolio
|
Q4 2024
Added 6.31%
|
|
|
River Road Asset Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,323,211
shares
|
$5.74 Million
0.1% of portfolio
|
Q2 2024
Added 5.18%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
1,095,956
shares
|
$4.76 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Ranger Investment Management, L.P.
Dallas, TX |
Feb 13, 2025 Q4 2024 |
1,069,565
shares
|
$4.64 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
828,396
shares
|
$3.6 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
712,521
shares
|
$3.09 Million
0.0% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
State Street Corp
Boston, MA |
Feb 14, 2025 Q4 2024 |
689,684
shares
|
$2.99 Million
0.0% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
629,696
shares
|
$2.73 Million
0.0% of portfolio
|
Q4 2024
Added 31.03%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
620,578
shares
|
$2.69 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.64%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
546,878
shares
|
$2.37 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.32%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
338,863
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Added 988.72%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
319,784
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
Added 4.83%
|
|
|
Cwa Asset Management Group, LLC
|
Apr 21, 2025 Q1 2025 |
305,012
shares
|
$1.32 Million
0.08% of portfolio
|
Q1 2025
Added 30.03%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
297,782
shares
|
$1.29 Million
0.8% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
282,496
shares
|
$1.23 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
242,567
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2024
Added 27.07%
|
|
|
Bard Associates Inc
Chicago, IL |
Feb 06, 2025 Q4 2024 |
223,117
shares
|
$968,327
0.47% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
197,801
shares
|
$858,456
0.57% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Ethic Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
127,263
shares
|
$552,321
0.01% of portfolio
|
Q4 2024
Added 27.84%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
112,647
shares
|
$488,887
0.0% of portfolio
|
Q4 2024
Added 24.58%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
96,033
shares
|
$416,783
0.01% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
88,524
shares
|
$384,194
0.0% of portfolio
|
Q2 2024
Added 6.08%
|