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Evolution Petroleum (EPM) Institutional Ownership

Evolution Petroleum logo
$4.32 +0.06 (+1.41%)
As of 04/17/2025 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Evolution Petroleum (NYSE:EPM)

Current
Institutional Ownership
Percentage
60.07%
Number of
Institutional Buyers
(last 12 months)
41
Total
Institutional Inflows
(last 12 months)
$9.30M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$2.48M
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EPM Institutional Buying and Selling by Quarter

Evolution Petroleum Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 North Star Investment Management Corp.828,396$4.29M0.3%-0.6%2.418%
4/8/2025 Rhumbline Advisers50,448$261K0.0%+28.2%0.147%
4/4/2025 Kings Path Partners LLC65,950$342K0.2%-38.6%0.193%
3/19/2025Chancellor Financial Group WB LP11,000$58K0.0%N/A0.032%
2/18/2025PharVision Advisers LLC29,027$152K0.1%N/A0.086%
2/17/2025Two Sigma Investments LP28,211$148K0.0%N/A0.084%
2/17/2025Quantinno Capital Management LP41,501$217K0.0%-18.6%0.124%
2/17/2025Millennium Management LLC18,560$97K0.0%N/A0.055%
2/17/2025Ellevest Inc.39,479$206K0.0%-14.9%0.117%
2/17/2025Ethic Inc.127,263$666K0.0%+27.8%0.379%
2/17/2025Deutsche Bank AG52,092$272K0.0%+99.5%0.155%
2/17/2025Bridgeway Capital Management LLC96,033$502K0.0%-2.3%0.286%
2/17/2025Bank of America Corp DE51,446$269K0.0%+39.3%0.153%
2/14/2025Northern Trust Corp319,784$1.67M0.0%+4.8%0.952%
2/14/2025Quarry LP7,738$40K0.0%N/A0.023%
2/14/2025Prosperity Consulting Group LLC36,020$188K0.0%+54.1%0.107%
2/14/2025Price T Rowe Associates Inc. MD12,259$65K0.0%N/A0.036%
2/14/2025MetLife Investment Management LLC19,232$101K0.0%+222.6%0.057%
2/14/2025Dimensional Fund Advisors LP1,510,454$7.90M0.0%+6.3%4.495%
2/13/2025Marshall Wace LLP27,249$143K0.0%N/A0.081%
2/13/2025XTX Topco Ltd28,941$151K0.0%+37.0%0.086%
2/13/2025Barclays PLC49,309$257K0.0%+8.8%0.147%
2/13/2025WealthTrust Axiom LLC1,737,867$9.09M2.7%+1.9%5.172%
2/13/2025Ranger Investment Management L.P.1,069,565$5.59M0.4%-2.2%3.183%
2/13/2025Raymond James Financial Inc.282,496$1.48M0.0%N/A0.841%
2/13/2025Renaissance Technologies LLC1,095,956$5.73M0.0%-2.3%3.262%
2/13/2025Legal & General Group Plc12,088$63K0.0%+56.7%0.036%
2/13/2025Certior Financial Group LLC26,730$140K0.1%N/A0.080%
2/13/2025Cerity Partners LLC32,634$171K0.0%+30.9%0.097%
2/13/2025Russell Investments Group Ltd.546,878$2.86M0.0%-14.3%1.628%
2/13/2025Wells Fargo & Company MN63,057$330K0.0%+37.5%0.188%
2/12/2025Arete Wealth Advisors LLC53,212$279K0.0%+40.5%0.158%
2/12/2025Geode Capital Management LLC712,521$3.73M0.0%+0.4%2.121%
2/12/2025O Shaughnessy Asset Management LLC26,030$136K0.0%-27.4%0.077%
2/12/2025JPMorgan Chase & Co.48,336$253K0.0%+240.1%0.144%
2/11/2025LPL Financial LLC15,848$83K0.0%+45.5%0.047%
2/11/2025American Century Companies Inc.629,696$3.29M0.0%+31.0%1.874%
2/11/2025Intech Investment Management LLC13,019$68K0.0%N/A0.039%
2/6/2025Raymond James Financial Inc.282,496$1.48M0.0%N/A0.841%
2/6/2025Victory Capital Management Inc.33,451$175K0.0%+166.4%0.100%
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2/6/2025Bard Associates Inc.223,117$1.17M0.4%-4.5%0.664%
2/5/2025Proficio Capital Partners LLC21,532$113K0.0%N/A0.064%
2/4/2025Bank of New York Mellon Corp248,872$1.30M0.0%-38.2%0.741%
1/22/2025Register Financial Advisors LLC289,902$1.52M0.8%+0.8%0.863%
1/17/2025 SG Americas Securities LLC13,223$69K0.0%+25.1%0.039%
1/6/2025CWA Asset Management Group LLC234,562$1.23M0.1%+9.7%0.698%
11/19/2024Barclays PLC45,331$242K0.0%+275.4%0.135%
11/18/2024Arete Wealth Advisors LLC37,872$202K0.0%+21.8%0.113%
11/15/2024Barclays PLC45,331$242K0.0%+275.4%0.135%
11/15/2024XTX Topco Ltd21,126$112K0.0%N/A0.063%
11/15/2024Jane Street Group LLC15,909$84K0.0%-79.5%0.047%
11/15/2024Wellington Management Group LLP11,792$63K0.0%N/A0.035%
11/15/2024State Street Corp665,239$3.53M0.0%+1.0%1.979%
11/15/2024Quantinno Capital Management LP51,000$271K0.0%+278.3%0.152%
11/14/2024MetLife Investment Management LLC5,962$32K0.0%-67.0%0.018%
11/13/2024Dynamic Technology Lab Private Ltd19,739$105K0.0%N/A0.059%
11/7/2024Caprock Group LLC13,404$71K0.0%N/A0.040%
11/5/2024Victory Capital Management Inc.12,557$67K0.0%-53.7%0.037%
11/1/2024CWA Asset Management Group LLC213,870$1.14M0.1%N/A0.636%
10/30/2024 North Star Investment Management Corp.823,135$4.37M0.3%-0.6%2.449%
10/11/2024Creative Planning10,000$53K0.0%N/A0.030%
10/10/2024 Exchange Traded Concepts LLC55,935$297K0.0%N/A0.168%
10/3/2024 SG Americas Securities LLC10,573$56K0.0%N/A0.032%
(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, 52 institutional investors and hedge funds held shares of Evolution Petroleum. The most heavily invested institutionals were WealthTrust Axiom LLC ($9.09M), Dimensional Fund Advisors LP ($7.90M), Renaissance Technologies LLC ($5.73M), Ranger Investment Management L.P. ($5.59M), North Star Investment Management Corp. ($4.29M), Geode Capital Management LLC ($3.73M), and State Street Corp ($3.53M).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 41 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: Raymond James Financial Inc. ($564.99K), CWA Asset Management Group LLC ($234.56K), American Century Companies Inc. ($149.13K), Dimensional Fund Advisors LP ($89.70K), Barclays PLC ($70.49K), Exchange Traded Concepts LLC ($55.94K), and Quantinno Capital Management LP ($37.52K).

How much institutional buying is happening at Evolution Petroleum?

Institutional investors have bought a total of 1,770,402 shares in the last 24 months. This purchase volume represents approximately $9.30M in transactions.

Which Evolution Petroleum major shareholders have been selling company stock?

Of the 14 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: Bank of New York Mellon Corp ($153.81K), Russell Investments Group Ltd. ($91.39K), Jane Street Group LLC ($61.65K), Kings Path Partners LLC ($41.48K), Renaissance Technologies LLC ($25.64K), Ranger Investment Management L.P. ($23.51K), and Victory Capital Management Inc. ($14.57K).

How much institutional selling is happening at Evolution Petroleum?

Institutional investors have sold a total of 472,906 shares in the last 24 months. This volume of shares sold represents approximately $2.48M in transactions.



This page (NYSE:EPM) was last updated on 4/19/2025 by MarketBeat.com Staff
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