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 |
|---|---|---|---|---|---|
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
Mar 19, 2025 Q4 2024 |
11,000
shares
|
$56,540
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
10,193
shares
|
$52,392
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$51,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
8,932
shares
|
$45,910
0.0% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
7,738
shares
|
$39,773
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,373
shares
|
$37,897
0.0% of portfolio
|
Q3 2024
Added 19.48%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
5,775
shares
|
$29,683
0.01% of portfolio
|
Q2 2024
Added 5.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
4,089
shares
|
$21,017
0.0% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,169
shares
|
$16,288
0.0% of portfolio
|
Q4 2024
Reduced 85.77%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
2,605
shares
|
$13,389
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
2,234
shares
|
$11,482
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Mar 18, 2025 Q4 2024 |
2,221
shares
|
$11,415
0.0% of portfolio
|
Q2 2024
Reduced 28.84%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,671
shares
|
$8,588
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,642
shares
|
$8,439
0.0% of portfolio
|
Q4 2024
Added 219.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,559
shares
|
$8,013
0.0% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
1,064
shares
|
$5,468
0.0% of portfolio
|
Q1 2024
Reduced 76.18%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,009
shares
|
$5,186
0.0% of portfolio
|
Q1 2021
Added 0.9%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
1,000
shares
|
$5,140
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
953
shares
|
$4,898
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
829
shares
|
$4,261
0.0% of portfolio
|
Q4 2024
Added 141.69%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
783
shares
|
$4,024
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
782
shares
|
$4,019
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
756
shares
|
$3,885
0.0% of portfolio
|
Q4 2024
Added 856.96%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
694
shares
|
$3,567
0.0% of portfolio
|
Q4 2024
Added 2068.75%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
500
shares
|
$2,570
0.0% of portfolio
|
Q4 2024
New holding
|