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Evolution Petroleum (EPM) Institutional Ownership

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$5.59
+0.15 (+2.76%)
(As of 05/17/2024 08:53 PM ET)
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Institutional Ownership Changes (13F Filings) for Evolution Petroleum (NYSEAMERICAN:EPM)

Current
Institutional Ownership
Percentage
60.07%
Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$6.10M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$2.93M
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EPM Institutional Buying and Selling by Quarter

Evolution Petroleum Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2024 O Shaughnessy Asset Management LLC69,315$426K0.0%+40.1%0.208%
5/10/2024 Connors Investor Services Inc.48,300$297K0.0%+19.9%0.144%
5/10/2024 Vanguard Group Inc.1,611,605$9.90M0.0%+0.6%4.817%
5/8/2024 Russell Investments Group Ltd.518,591$3.18M0.0%-0.4%1.550%
5/1/2024 Janney Montgomery Scott LLC55,472$341K0.0%+10.1%0.166%
5/1/2024 Prosperity Consulting Group LLC53,431$328K0.0%N/A0.160%
4/30/2024 North Star Investment Management Corp.769,369$4.72M0.3%+8.9%2.299%
4/30/2024 SpiderRock Advisors LLC11,989$71K0.0%N/A0.036%
4/29/2024 Principal Financial Group Inc.15,512$95K0.0%N/A0.046%
4/16/2024 Register Financial Advisors LLC276,405$1.70M0.9%+71.2%0.826%
3/22/2024 PNC Financial Services Group Inc.8,393$49K0.0%-62.5%0.025%
2/15/2024 Perritt Capital Management Inc.176,530$1.03M0.6%-4.3%0.528%
2/14/2024 Ranger Investment Management L.P.974,270$5.66M0.3%+14.3%2.912%
2/14/2024 Penn Mutual Asset Management LLC700,053$4.07M3.1%+17.5%2.092%
2/13/2024 Bard Associates Inc.248,618$1.44M0.5%-1.4%0.743%
2/7/2024 Seizert Capital Partners LLC29,803$173K0.0%-21.8%0.089%
2/7/2024 Gladius Capital Management LP4,690$27K0.0%N/A0.014%
2/5/2024 WealthTrust Axiom LLC1,666,452$9.68M3.2%+1.5%4.985%
2/5/2024 Russell Investments Group Ltd.520,528$3.02M0.0%+39.8%1.557%
2/1/2024 New York State Common Retirement Fund67,666$393K0.0%+17.3%0.202%
2/1/2024 Foundry Partners LLC194,870$1.13M0.1%-61.9%0.583%
1/30/2024 Cornercap Investment Counsel Inc.162,468$944K0.2%+23.1%0.486%
1/18/2024 Ritholtz Wealth Management15,714$91K0.0%+49.5%0.047%
1/16/2024 Raymond James Financial Services Advisors Inc.116,023$674K0.0%+88.0%0.347%
1/16/2024 Raymond James & Associates46,250$269K0.0%+39.0%0.138%
1/12/2024 Register Financial Advisors LLC161,418$938K0.6%+18.3%0.483%
1/10/2024 North Star Investment Management Corp.706,264$4.10M0.3%+15.4%2.113%
1/5/2024 Exchange Traded Concepts LLC64,836$377K0.0%N/A0.194%
11/15/2023 Ranger Investment Management L.P.852,315$5.83M0.4%-7.0%2.550%
11/15/2023 Alps Advisors Inc.37,560$257K0.0%N/A0.112%
11/14/2023 Perritt Capital Management Inc.184,531$1.26M0.7%-14.2%0.552%
11/14/2023 Mutual Advisors LLC16,625$114K0.0%N/A0.050%
11/14/2023 O Shaughnessy Asset Management LLC113,559$777K0.0%+178.3%0.340%
11/14/2023 Penn Mutual Asset Management LLC595,754$4.08M3.8%+10.6%1.782%
11/13/2023 Algert Global LLC79,874$546K0.0%+70.0%0.239%
11/13/2023 River Road Asset Management LLC1,277,988$8.74M0.1%+6.2%3.823%
11/13/2023 WINTON GROUP Ltd55,939$383K0.0%+416.0%0.167%
11/13/2023 PNC Financial Services Group Inc.22,404$153K0.0%+10.9%0.067%
11/9/2023 Foundry Partners LLC510,862$3.49M0.2%+25.5%1.528%
11/8/2023 Campbell & CO Investment Adviser LLC44,960$308K0.0%-54.3%0.134%
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11/8/2023 Janney Montgomery Scott LLC42,931$294K0.0%N/A0.128%
11/7/2023 New York State Common Retirement Fund57,666$394K0.0%+19.1%0.172%
11/6/2023 Seizert Capital Partners LLC38,106$261K0.0%-10.9%0.114%
11/6/2023 Victory Capital Management Inc.27,099$185K0.0%+82.7%0.081%
11/3/2023 WealthTrust Axiom LLC1,641,599$11.23M4.0%-0.8%4.909%
10/27/2023 Allspring Global Investments Holdings LLC5,179$35K0.0%N/A0.016%
10/26/2023 Punch & Associates Investment Management Inc.474,770$3.25M0.2%+6.7%1.428%
10/26/2023 Strs Ohio62,200$425K0.0%-10.1%0.187%
10/24/2023 Bank of New York Mellon Corp380,449$2.60M0.0%+7.5%1.145%
10/24/2023 Raymond James Financial Services Advisors Inc.61,708$422K0.0%+33.0%0.186%
10/24/2023 Raymond James & Associates33,279$228K0.0%N/A0.100%
10/24/2023 Cambridge Investment Research Advisors Inc.13,500$92K0.0%N/A0.041%
10/17/2023 Newbridge Financial Services Group Inc.4,700$32K0.0%-25.7%0.014%
10/13/2023 Register Financial Advisors LLC136,452$933K0.7%+32.0%0.411%
10/13/2023 Ritholtz Wealth Management10,508$72K0.0%-18.5%0.032%
10/12/2023 Legato Capital Management LLC12,669$87K0.0%-27.0%0.038%
9/21/2023 Barclays PLC7,745$62K0.0%-77.6%0.023%
8/15/2023 Ranger Investment Management L.P.916,722$7.40M0.4%+8.8%2.755%
8/11/2023 Penn Mutual Asset Management LLC538,754$4.35M3.9%+18.7%1.619%
8/11/2023 Campbell & CO Investment Adviser LLC98,396$794K0.1%N/A0.296%
8/11/2023 O Shaughnessy Asset Management LLC40,811$329K0.0%+291.7%0.123%
8/10/2023 Russell Investments Group Ltd.637,558$5.15M0.0%-23.5%1.916%
8/7/2023 Acadian Asset Management LLC196,929$1.59M0.0%-35.1%0.592%
8/4/2023 American International Group Inc.15,182$123K0.0%N/A0.046%
8/4/2023 WealthTrust Axiom LLC1,654,020$13.35M4.4%-1.2%4.972%
8/4/2023 Register Financial Advisors LLC103,359$834K0.6%+5.7%0.311%
8/3/2023 Bank of New York Mellon Corp353,751$2.86M0.0%+25.6%1.063%
8/2/2023 North Star Investment Management Corp.578,440$4.67M0.4%-0.6%1.739%
8/2/2023 LSV Asset Management208,100$1.68M0.0%+122.8%0.625%
7/31/2023 LPL Financial LLC102,048$824K0.0%+11.3%0.307%
7/31/2023BMS Financial Advisors LLC2,234$283K0.2%N/A0.007%
7/31/2023 Strs Ohio69,200$558K0.0%N/A0.208%
7/31/2023 Inspire Investing LLC71,641$578K0.1%N/A0.215%
7/27/2023 Victory Capital Management Inc.14,834$120K0.0%N/A0.045%
7/27/2023 Seizert Capital Partners LLC42,789$345K0.0%N/A0.129%
7/25/2023 Raymond James Financial Services Advisors Inc.46,380$374K0.0%+4.8%0.139%
7/17/2023 Ritholtz Wealth Management12,896$104K0.0%N/A0.039%
7/14/2023 Copeland Capital Management LLC3,511$28K0.0%-38.7%0.011%
7/12/2023 Foundry Partners LLC407,033$3.29M0.2%-1.8%1.223%
5/25/2023 Brandywine Global Investment Management LLC14,479$91K0.0%N/A0.044%
5/12/2023 Grandeur Peak Global Advisors LLC413,888$2.61M0.2%+3.6%1.227%
5/12/2023 Brandywine Global Investment Management LLC14,479$91K0.0%N/A0.043%
5/12/2023 Grantham Mayo Van Otterloo & Co. LLC27,349$173K0.0%-35.3%0.081%
5/11/2023 Acadian Asset Management LLC303,514$1.91M0.0%-61.4%0.900%
5/10/2023 Register Financial Advisors LLC97,776$617K0.5%+37.9%0.290%
5/9/2023 Russell Investments Group Ltd.833,355$5.26M0.0%-0.9%2.471%
5/5/2023 Penn Mutual Asset Management LLC453,754$2.86M2.7%+42.3%1.346%
5/5/2023 Ranger Investment Management L.P.842,685$5.32M0.4%+2.4%2.499%
5/3/2023 Jump Financial LLC25,871$163K0.0%-19.3%0.077%
5/3/2023 Foundry Partners LLC414,599$2.62M0.2%-0.4%1.230%
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5/3/2023 WealthTrust Axiom LLC1,674,393$10.57M3.6%+0.5%4.966%
5/2/2023 LSV Asset Management93,400$589K0.0%-4.1%0.277%
4/27/2023 River Road Asset Management LLC1,202,822$7.59M0.1%+1.6%3.567%
4/18/2023 Newbridge Financial Services Group Inc.6,325$40K0.0%+61.1%0.019%
4/17/2023 E&G Advisors LP16,800$106K0.0%N/A0.050%
4/17/2023 Gradient Investments LLC12,368$78K0.0%+19.7%0.037%
4/14/2023 Copeland Capital Management LLC5,728$36K0.0%+50.4%0.017%
2/14/2023 683 Capital Management LLC25,146$190K0.0%N/A0.075%
2/13/2023 Penn Mutual Asset Management LLC318,980$2.41M2.7%+122.6%0.946%
2/10/2023 Bard Associates Inc.252,463$1.91M0.8%-1.9%0.749%
(Data available from 1/1/2016 forward)

EPM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EPM shares?

During the previous two years, 67 institutional investors and hedge funds held shares of Evolution Petroleum. The most heavily invested institutionals were Renaissance Technologies LLC ($11.88M), Vanguard Group Inc. ($9.90M), WealthTrust Axiom LLC ($9.68M), River Road Asset Management LLC ($8.74M), Ranger Investment Management L.P. ($5.66M), North Star Investment Management Corp. ($4.72M), and Penn Mutual Asset Management LLC ($4.07M).Learn more on EPM's institutional investors.

What percentage of Evolution Petroleum stock is owned by institutional investors?

60.07% of Evolution Petroleum stock is owned by institutional investors. Learn more on EPM's institutional investor holdings.

Which institutional investors have been buying Evolution Petroleum stock?

Of the 57 institutional investors that purchased Evolution Petroleum stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Russell Investments Group Ltd. ($765.95K), Penn Mutual Asset Management LLC ($700.05K), Ranger Investment Management L.P. ($215.96K), Register Financial Advisors LLC ($205.52K), First Trust Advisors LP ($193.91K), WealthTrust Axiom LLC ($175.40K), and North Star Investment Management Corp. ($157.24K).

How much institutional buying is happening at Evolution Petroleum?

Institutional investors have bought a total of 4,457,423 shares in the last 24 months. This purchase volume represents approximately $20.82M in transactions.

Which Evolution Petroleum major shareholders have been selling company stock?

Of the 28 institutional investors that sold Evolution Petroleum stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Acadian Asset Management LLC ($589.80K), Foundry Partners LLC ($545.14K), Renaissance Technologies LLC ($351.88K), Russell Investments Group Ltd. ($251.64K), North Star Investment Management Corp. ($126.21K), Yacktman Asset Management LP ($105K), and Amica Mutual Insurance Co. ($81.87K).

How much institutional selling is happening at Evolution Petroleum?

Institutional investors have sold a total of 2,550,211 shares in the last 24 months. This volume of shares sold represents approximately $21.32M in transactions.


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This page (NYSEAMERICAN:EPM) was last updated on 5/20/2024 by MarketBeat.com Staff

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