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Evolution Petroleum (EPM) Institutional Ownership

Evolution Petroleum logo
$5.51 -0.04 (-0.72%)
(As of 11/12/2024 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)
35
Number of
Institutional Sellers
(last 12 months)
9
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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
9/5/2024Sanctuary Advisors LLC30,846$179K0.0%N/A0.092%
8/15/2024AQR Capital Management LLC17,726$93K0.0%-70.5%0.053%
8/9/2024Renaissance Technologies LLC1,315,383$6.93M0.0%+4.7%3.943%
8/9/2024 Dimensional Fund Advisors LP1,336,348$7.04M0.0%+0.4%4.006%
8/8/2024 Prosperity Consulting Group LLC34,297$181K0.0%-35.8%0.103%
8/8/2024Perritt Capital Management Inc198,887$1.05M0.6%+13.2%0.596%
8/8/2024American Century Companies Inc.572,850$3.02M0.0%+5.5%1.717%
8/1/2024Rhumbline Advisers47,523$250K0.0%+10.0%0.142%
7/30/2024 Kings Path Partners LLC107,430$566K0.3%N/A0.322%
7/26/2024Bank of New York Mellon Corp400,178$2.11M0.0%+7.0%1.200%
7/16/2024 Sequoia Financial Advisors LLC57,941$305K0.0%N/A0.174%
7/12/2024 Register Financial Advisors LLC280,449$1.48M0.7%+1.5%0.841%
5/13/2024O Shaughnessy Asset Management LLC69,315$426K0.0%+40.1%0.208%
5/10/2024Connors Investor Services Inc.48,300$297K0.0%+19.9%0.144%
5/10/2024Vanguard Group Inc.1,611,605$9.90M0.0%+0.6%4.817%
5/8/2024Russell 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%
2/15/2024Perritt 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%
2/14/2024Penn 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%
2/5/2024WealthTrust Axiom LLC1,666,452$9.68M3.2%+1.5%4.985%
2/5/2024Russell 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%
1/16/2024Raymond James Financial Services Advisors Inc.116,023$674K0.0%+88.0%0.347%
1/16/2024Raymond 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%
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11/15/2023 Ranger Investment Management L.P.852,315$5.83M0.4%-7.0%2.550%
11/15/2023Alps Advisors Inc.37,560$257K0.0%N/A0.112%
11/14/2023Perritt Capital Management Inc.184,531$1.26M0.7%-14.2%0.552%
11/14/2023 Mutual Advisors LLC16,625$114K0.0%N/A0.050%
11/14/2023O Shaughnessy Asset Management LLC113,559$777K0.0%+178.3%0.340%
11/14/2023Penn Mutual Asset Management LLC595,754$4.08M3.8%+10.6%1.782%
11/13/2023Algert 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%
11/13/2023WINTON 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%
11/8/2023Campbell & CO Investment Adviser LLC44,960$308K0.0%-54.3%0.134%
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%
11/3/2023WealthTrust 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%
10/26/2023Punch & 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%
10/24/2023Bank of New York Mellon Corp380,449$2.60M0.0%+7.5%1.145%
10/24/2023Raymond James Financial Services Advisors Inc.61,708$422K0.0%+33.0%0.186%
10/24/2023Raymond James & Associates33,279$228K0.0%N/A0.100%
10/24/2023 Cambridge Investment Research Advisors Inc.13,500$92K0.0%N/A0.041%
10/17/2023Newbridge 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%
9/21/2023Barclays 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%
8/11/2023Penn Mutual Asset Management LLC538,754$4.35M3.9%+18.7%1.619%
8/11/2023Campbell & CO Investment Adviser LLC98,396$794K0.1%N/A0.296%
8/11/2023O Shaughnessy Asset Management LLC40,811$329K0.0%+291.7%0.123%
8/10/2023Russell Investments Group Ltd.637,558$5.15M0.0%-23.5%1.916%
8/7/2023Acadian Asset Management LLC196,929$1.59M0.0%-35.1%0.592%
8/4/2023American International Group Inc.15,182$123K0.0%N/A0.046%
8/4/2023WealthTrust 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%
8/3/2023Bank 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%
8/2/2023LSV 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%
7/25/2023Raymond 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%
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7/12/2023 Foundry Partners LLC407,033$3.29M0.2%-1.8%1.223%
5/25/2023Brandywine Global Investment Management LLC14,479$91K0.0%N/A0.044%
5/12/2023Grandeur Peak Global Advisors LLC413,888$2.61M0.2%+3.6%1.227%
5/12/2023Brandywine Global Investment Management LLC14,479$91K0.0%N/A0.043%
5/12/2023Grantham Mayo Van Otterloo & Co. LLC27,349$173K0.0%-35.3%0.081%
5/11/2023Acadian 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%
5/9/2023Russell Investments Group Ltd.833,355$5.26M0.0%-0.9%2.471%
5/5/2023Penn 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%
(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, 69 institutional investors and hedge funds held shares of Evolution Petroleum. The most heavily invested institutionals were Vanguard Group Inc. ($9.90M), WealthTrust Axiom LLC ($9.68M), River Road Asset Management LLC ($8.74M), Dimensional Fund Advisors LP ($7.04M), Renaissance Technologies LLC ($6.93M), Ranger Investment Management L.P. ($5.66M), and North Star Investment Management Corp. ($4.72M).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 59 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: Penn Mutual Asset Management LLC ($700.05K), Ranger Investment Management L.P. ($215.96K), Register Financial Advisors LLC ($209.57K), First Trust Advisors LP ($193.91K), North Star Investment Management Corp. ($157.24K), Russell Investments Group Ltd. ($148.18K), and LSV Asset Management ($125.60K).

How much institutional buying is happening at Evolution Petroleum?

Institutional investors have bought a total of 3,775,765 shares in the last 24 months. This purchase volume represents approximately $12.61M in transactions.

Which Evolution Petroleum major shareholders have been selling company stock?

Of the 27 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), Renaissance Technologies LLC ($351.88K), Foundry Partners LLC ($325.36K), Russell Investments Group Ltd. ($251.64K), Yacktman Asset Management LP ($70K), Ranger Investment Management L.P. ($64.41K), and Campbell & CO Investment Adviser LLC ($53.44K).

How much institutional selling is happening at Evolution Petroleum?

Institutional investors have sold a total of 2,011,916 shares in the last 24 months. This volume of shares sold represents approximately $15.27M in transactions.


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This page (NYSEAMERICAN:EPM) was last updated on 11/12/2024 by MarketBeat.com Staff
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