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 $98.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
88,524
shares
|
$455,013
0.0% of portfolio
|
Q2 2024
Added 6.08%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
72,650
shares
|
$373,421
0.0% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
63,057
shares
|
$324,112
0.0% of portfolio
|
Q4 2024
Added 37.48%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
61,211
shares
|
$314,624
0.0% of portfolio
|
Q3 2023
Reduced 47.72%
|
|
|
Penn Mutual Asset Management, LLC
Horsham, PA |
Feb 14, 2025 Q4 2024 |
60,168
shares
|
$309,263
0.99% of portfolio
|
Q2 2024
Added 39.38%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
53,212
shares
|
$273,509
0.02% of portfolio
|
Q4 2024
Added 40.5%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
52,092
shares
|
$267,752
0.0% of portfolio
|
Q4 2024
Added 99.53%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
51,446
shares
|
$264,432
0.0% of portfolio
|
Q4 2024
Added 39.29%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
49,309
shares
|
$253,448
0.0% of portfolio
|
Q4 2024
Added 8.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
48,336
shares
|
$248,447
0.0% of portfolio
|
Q4 2024
Added 240.13%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
46,339
shares
|
$238,182
0.0% of portfolio
|
Q4 2024
Reduced 59.86%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Feb 14, 2025 Q4 2024 |
44,713
shares
|
$229,824
0.02% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
43,212
shares
|
$222,109
0.01% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
41,501
shares
|
$213,315
0.0% of portfolio
|
Q4 2024
Reduced 18.63%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
39,479
shares
|
$202,922
0.01% of portfolio
|
Q4 2024
Reduced 14.89%
|
|
|
Rhumbline Advisers
Boston, MA |
Jan 30, 2025 Q4 2024 |
39,365
shares
|
$202,336
0.0% of portfolio
|
Q4 2024
Reduced 4.04%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
36,020
shares
|
$185,142
0.01% of portfolio
|
Q4 2024
Added 54.05%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
33,451
shares
|
$171,938
0.0% of portfolio
|
Q4 2024
Added 166.39%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
32,634
shares
|
$167,738
0.0% of portfolio
|
Q4 2024
Added 30.93%
|
|
|
New York State Common Retirement Fund
|
Jan 31, 2025 Q4 2024 |
31,462
shares
|
$161,714
0.0% of portfolio
|
Q3 2024
Reduced 35.74%
|
|
|
Algert Global LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
30,730
shares
|
$157,952
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Feb 10, 2025 Q4 2024 |
29,610
shares
|
$152,195
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Phar Vision Advisers, LLC
Boca Raton, FL |
Feb 14, 2025 Q4 2024 |
29,027
shares
|
$149,198
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
28,941
shares
|
$148,756
0.01% of portfolio
|
Q4 2024
Added 36.99%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
28,211
shares
|
$145,004
0.0% of portfolio
|
Q4 2024
New holding
|