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Evolution Petroleum (EPM) Institutional Ownership

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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)
40
Total
Institutional Inflows
(last 12 months)
$10.23M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$12.73M
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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
5/1/2024Janney Montgomery Scott LLC55,472$341K0.0%+10.1%0.166%
5/1/2024Prosperity 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%
3/22/2024PNC 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%
2/14/2024Ranger 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%
2/13/2024Bard Associates Inc.248,618$1.44M0.5%-1.4%0.743%
2/7/2024Seizert Capital Partners LLC29,803$173K0.0%-21.8%0.089%
2/7/2024Gladius 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%
2/1/2024New York State Common Retirement Fund67,666$393K0.0%+17.3%0.202%
2/1/2024Foundry Partners LLC194,870$1.13M0.1%-61.9%0.583%
1/30/2024Cornercap 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%
11/15/2023Ranger 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%
11/14/2023Mutual 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%
11/13/2023PNC Financial Services Group Inc.22,404$153K0.0%+10.9%0.067%
11/9/2023Foundry Partners LLC510,862$3.49M0.2%+25.5%1.528%
11/8/2023Campbell & CO Investment Adviser LLC44,960$308K0.0%-54.3%0.134%
11/8/2023Janney Montgomery Scott LLC42,931$294K0.0%N/A0.128%
11/7/2023New York State Common Retirement Fund57,666$394K0.0%+19.1%0.172%
11/6/2023Seizert Capital Partners LLC38,106$261K0.0%-10.9%0.114%
11/6/2023Victory Capital Management Inc.27,099$185K0.0%+82.7%0.081%
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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%
10/26/2023Strs 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%
9/21/2023Barclays PLC7,745$62K0.0%-77.6%0.023%
8/15/2023Ranger 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%
8/3/2023 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%
8/2/2023LSV Asset Management208,100$1.68M0.0%+122.8%0.625%
7/31/2023LPL Financial LLC102,048$824K0.0%+11.3%0.307%
7/31/2023BMS Financial Advisors LLC2,234$283K0.2%N/A0.007%
7/31/2023Strs Ohio69,200$558K0.0%N/A0.208%
7/31/2023Inspire Investing LLC71,641$578K0.1%N/A0.215%
7/27/2023Victory Capital Management Inc.14,834$120K0.0%N/A0.045%
7/27/2023Seizert 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%
7/12/2023Foundry 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%
5/5/2023Ranger Investment Management L.P.842,685$5.32M0.4%+2.4%2.499%
5/3/2023Jump Financial LLC25,871$163K0.0%-19.3%0.077%
5/3/2023Foundry Partners LLC414,599$2.62M0.2%-0.4%1.230%
5/3/2023WealthTrust Axiom LLC1,674,393$10.57M3.6%+0.5%4.966%
5/2/2023LSV 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%
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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%
2/14/2023683 Capital Management LLC25,146$190K0.0%N/A0.075%
2/13/2023Penn Mutual Asset Management LLC318,980$2.41M2.7%+122.6%0.946%
2/10/2023Bard Associates Inc.252,463$1.91M0.8%-1.9%0.749%
2/10/2023O Shaughnessy Asset Management LLC16,315$123K0.0%-33.7%0.048%
2/9/2023First Trust Advisors LP274,673$2.07M0.0%+240.1%0.815%
2/9/2023Citigroup Inc.91,693$692K0.0%N/A0.272%
2/8/2023LSV Asset Management97,400$735K0.0%+12.6%0.289%
(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, 68 institutional investors and hedge funds held shares of Evolution Petroleum. The most heavily invested institutionals were Renaissance Technologies LLC ($11.88M), 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), Penn Mutual Asset Management LLC ($4.07M), and Amica Mutual Insurance Co. ($3.42M).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 58 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. ($821.11K), Penn Mutual Asset Management LLC ($700.05K), Acadian Asset Management LLC ($368.95K), Friess Associates LLC ($364.94K), Ranger Investment Management L.P. ($215.96K), WealthTrust Axiom LLC ($211.01K), and Register Financial Advisors LLC ($205.52K).

How much institutional buying is happening at Evolution Petroleum?

Institutional investors have bought a total of 5,308,016 shares in the last 24 months. This purchase volume represents approximately $32.78M in transactions.

Which Evolution Petroleum major shareholders have been selling company stock?

Of the 30 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), Amica Mutual Insurance Co. ($411.56K), North Star Investment Management Corp. ($407.21K), Renaissance Technologies LLC ($351.88K), Russell Investments Group Ltd. ($249.70K), and Yacktman Asset Management LP ($105K).

How much institutional selling is happening at Evolution Petroleum?

Institutional investors have sold a total of 3,275,454 shares in the last 24 months. This volume of shares sold represents approximately $31.12M in transactions.


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This page (NYSEAMERICAN:EPM) was last updated on 5/2/2024 by MarketBeat.com Staff

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