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 $81.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
470
shares
|
$2,030
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
453
shares
|
$1,956
0.0% of portfolio
|
Q3 2024
Added 245.8%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
419
shares
|
$1,810
0.0% of portfolio
|
Q1 2025
Reduced 74.48%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
250
shares
|
$1,080
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
206
shares
|
$889
0.0% of portfolio
|
Q3 2024
Reduced 13.81%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
200
shares
|
$864
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
163
shares
|
$704
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
76
shares
|
$328
0.0% of portfolio
|
Q4 2024
Reduced 74.06%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
37
shares
|
$159
0.0% of portfolio
|
Q4 2024
Added 146.67%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
15
shares
|
$64
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|