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Get Institutions for : 
Evolution Petroleum Corp (EPM)  
$5.36 0.17 (3.07%) as of 4:30 Tue 6/4


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 107    9
Total shares held : 
 20,092,245  
% of shares held : 
 59.96%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   7  
Amount of shares held : 
 -109,052  
% of shares held change : 
   -0.33%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $5.79  
Last Quarter's Ending Price : 
 $6.14  
Last Quarter's Average Price : 
 $5.74  
Change from last quarter's     
avg. price to the last closing  : 
0.38 (6.62%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 224,358
 1.12%
 
Increased Positions :
47
 1,674,366
 8.33%
 
Unchanged Positions :
20
 1,590,496
 7.92%
 
Decreased Positions :
31
-1,215,886
-6.05%
 
Closed Positions :
18
-791,890
-3.94%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BLACKROCK INC. 3011 - 2024-03-31 2,645,290 $16,242,000 -124,834
   WEALTHTRUST AXIOM LLC 6 - 2024-03-31 1,662,367 $10,207,000 -4,085
   VANGUARD GROUP INC 2965 - 2024-03-31 1,611,605 $9,895,000 8,904
   DIMENSIONAL FUND ADVISORS INC 2395 - 2024-03-31 1,331,098 $8,173,000 42,923
   RIVER ROAD ASSET MANAGEMENT LLC 138 - 2024-03-31 1,258,104 $7,725,000 -19,884
   RENAISSANCE TECHNOLOGIES LLC 1143 - 2024-03-31 1,256,797 $7,717,000 -107,400
   RANGER INVESTMENT MANAGEMENT LP 63 - 2024-03-31 1,010,940 $6,207,000 36,670
   NORTH STAR INVESTMENT MANAGEMENT CORP. 77 - 2024-03-31 769,369 $4,724,000 63,105
   GEODE CAPITAL MANAGEMENT LLC 2789 - 2024-03-31 679,894 $4,175,000 -6,415
   MORGAN STANLEY 3974 - 2024-03-31 668,687 $4,106,000 134,119
   STATE STREET CORP 2827 - 2024-03-31 651,915 $4,003,000 6,534
   AMERICAN CENTURY COMPANIES INC 1639 - 2024-03-31 543,027 $3,334,000 93,958
   Russell Investments Group Ltd. 1369 - 2024-03-31 518,591 $3,184,000 -1,937
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 136 - 2024-03-31 459,775 $2,823,000 -64,039
   BANK OF NEW YORK MELLON CORP 2692 - 2024-03-31 373,892 $2,296,000 -12,692
   NORTHERN TRUST CORP 2966 - 2024-03-31 323,094 $1,984,000 -5,402
   Register Financial Advisors LLC 27 - 2024-03-31 276,405 $1,697,000 114,987
   BARD ASSOCIATES INC 71 - 2024-03-31 234,217 $1,438,000 -14,401
   Advisor Group Holdings Inc. 2094 - 2024-03-31 206,216 $1,266,000 41,236
   PERRITT CAPITAL MANAGEMENT INC 32 - 2024-03-31 175,767 $1,079,000 -763
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2016 - 2024-03-31 170,325 $1,046,000 54,302
   RAYMOND JAMES & ASSOCIATES 2565 - 2024-03-31 164,206 $1,008,000 117,956
   CORNERCAP INVESTMENT COUNSEL INC 259 - 2024-03-31 162,468 $998,000 0
   PRUDENTIAL FINANCIAL INC 1932 *New 2024-03-31 136,065 $835,000 136,065
   INVESCO LTD 3017 - 2024-03-31 126,548 $777,000 78,446
   BRIDGEWAY CAPITAL MANAGEMENT INC 829 - 2024-03-31 118,133 $725,000 40,000
   Ethic Inc. 710 - 2024-03-31 99,549 $611,000 64,584
   FIRST TRUST ADVISORS LP 2135 - 2024-03-31 84,421 $518,000 822
   AMERIPRISE FINANCIAL INC 3324 - 2024-03-31 83,501 $513,000 -72,700
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3022 - 2024-03-31 83,448 $512,000 -4,881
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1169 - 2024-03-31 69,315 $426,000 19,855
   NEW YORK STATE COMMON RETIREMENT FUND 2087 - 2024-03-31 67,666 $415,000 0
   CAMPBELL & CO INVESTMENT ADVISER LLC 812 - 2024-03-31 63,308 $389,000 10,193
   NUVEEN ASSET MANAGEMENT, LLC 3002 - 2024-03-31 61,211 $376,000 0
   AQR CAPITAL MANAGEMENT LLC 2073 - 2024-03-31 60,051 $369,000 4,412
   EXCHANGE TRADED CONCEPTS LLC 731 - 2024-03-31 58,254 $358,000 -6,582
   STRS OHIO 1393 - 2024-03-31 56,700 $348,000 -5,500
   JANNEY MONTGOMERY SCOTT LLC 2239 - 2024-03-31 55,472 $341,000 5,084
   Prosperity Consulting Group LLC 266 *New 2024-03-31 53,431 $328,000 53,431
   UBS Group AG 4403 - 2024-03-31 50,134 $308,000 -19,557
   CONNORS INVESTOR SERVICES INC 122 - 2024-03-31 48,300 $297,000 8,000
   ARROWSTREET CAPITAL LIMITED PARTNERSHIP 1530 - 2024-03-31 47,375 $291,000 47,375
   BMS Financial Advisors LLC 98 *New 2023-06-30 2,234 $283,000 2,234
   Penn Mutual Asset Management LLC 32 - 2024-03-31 43,168 $265,000 -656,885
   RHUMBLINE ADVISERS 3038 - 2024-03-31 43,213 $265,000 892
   BANK OF AMERICA CORP /DE/ 4762 - 2024-03-31 41,839 $257,000 -7,352
   AVIVA PLC 856 - 2024-03-31 36,857 $226,000 -66,127
   Ellevest Inc. 362 *New 2024-03-31 36,171 $222,000 36,171
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4473 - 2024-03-31 34,012 $209,000 -70,450
   J P MORGAN CHASE & CO 4187 - 2024-03-31 33,474 $206,000 10,979
   GOLDMAN SACHS GROUP INC/ 4260 - 2024-03-31 29,945 $184,000 -30,066
   VICTORY CAPITAL MANAGEMENT INC 2207 - 2024-03-31 28,199 $173,000 2,336
   BNP PARIBAS ARBITRAGE SA 2516 - 2024-03-31 25,875 $159,000 1,713
   Man Group plc 1801 - 2024-03-31 24,387 $150,000 -82,196
   Equitable Holdings Inc. 1108 - 2024-03-31 23,497 $144,000 0
   BARCLAYS PLC 3362 - 2024-03-31 23,193 $143,000 -20,921
   TWO SIGMA ADVISERS, LLC 2271 - 2024-03-31 22,900 $141,000 -80,127
   State of Wyoming 844 - 2024-03-31 21,108 $130,000 9,065
   Moors & Cabot Inc. 856 *New 2024-03-31 16,544 $102,000 16,544
   MetLife Investment Advisors LLC 2529 - 2024-03-31 16,461 $101,000 -291
   DEUTSCHE BANK AG 3081 - 2024-03-31 16,395 $101,000 1,764
   GRAHAM CAPITAL MANAGEMENT LP 927 *New 2024-03-31 15,716 $96,000 15,716
   PRINCIPAL FINANCIAL GROUP INC 2281 *New 2024-03-31 15,512 $95,000 15,512
   AMERICAN INTERNATIONAL GROUP INC 2556 - 2024-03-31 15,297 $94,000 -132
   Comprehensive Portfolio Management LLC 771 - 2024-03-31 14,065 $86,000 -1,649
   MANUFACTURERES LIFE INSURANCE CO 2810 - 2024-03-31 13,749 $84,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3148 - 2024-03-31 13,501 $83,000 1
   Cetera Investment Advisers 3491 - 2024-03-31 11,773 $72,000 -292
   SpiderRock Advisors LLC 556 *New 2024-03-31 11,989 $71,000 11,989
   LPL FINANCIAL CORP 4622 - 2024-03-31 11,274 $69,000 -2,023
   ING INVESTMENT MANAGEMENT LLC 2554 - 2024-03-31 10,698 $66,000 -3,845
   Metis Global Partners LLC 758 *New 2024-03-31 10,193 $63,000 10,193
   WELLS FARGO & CO/MN 4627 - 2024-03-31 9,276 $57,000 1,238
   FMR LLC 3460 - 2024-03-31 7,511 $46,000 -279
   PNC FINANCIAL SERVICES GROUP INC 3038 - 2024-03-31 7,214 $44,000 -1,179
   TOWER RESEARCH CAPITAL LLC 2439 - 2024-03-31 6,344 $39,000 -1,615
   CITIGROUP INC 3889 - 2024-03-31 5,765 $35,000 -7,741
   Newbridge Financial Services Group Inc. 494 - 2024-03-31 5,450 $33,000 0
   GROUP ONE TRADING, L.P. 1121 - 2024-03-31 3,700 $23,000 0
   LEGAL & GENERAL GROUP PLC 2944 - 2024-03-31 3,364 $21,000 0
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2730 - 2024-03-31 3,121 $19,000 -1,988
   SUMMIT INVESTMENT ADVISORS INC 2644 - 2024-03-31 2,605 $16,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 2086 - 2024-03-31 1,724 $11,000 -12
   Geneos Wealth Management Inc. 1522 - 2024-03-31 1,800 $11,000 0
   SIMPLEX TRADING LLC 1842 - 2024-03-31 1,663 $10,000 -20,894
   ROYAL BANK OF CANADA 5567 - 2024-03-31 1,695 $10,000 -8,560
   AMALGAMATED BANK 2603 - 2024-03-31 1,064 $7,000 -3,402
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2691 - 2024-03-31 1,009 $6,000 0
   FEDERATED INVESTORS INC /PA/ 1810 - 2024-03-31 982 $6,000 781
   Atlantic Trust Group LLC 2764 *New 2024-03-31 250 $2,000 250
   COMERICA BANK 3501 - 2024-03-31 316 $2,000 -1,087
   Covestor Ltd 1885 *New 2024-03-31 125 $1,000 125
   Allspring Global Investments Holdings LLC 2217 - 2024-03-31 155 $1,000 0
   FTB Advisors Inc. 2121 - 2024-03-31 99 $1,000 0
   Aspire Private Capital LLC 622 - 2024-03-31 100 $1,000 0
   VALLEY NATIONAL ADVISERS INC 1177 *New 2024-03-31 190 $1,000 190
   CWM LLC 4206 - 2024-03-31 170 $1,000 -437
   Farther Finance Advisors LLC 2730 - 2024-03-31 233 $1,000 24
   Glassman Wealth Services 264 *Closed 2024-03-31 0 $0 -110
   Winton Capital Group Ltd 605 *Closed 2024-03-31 0 $0 -37,390
  100 Records found
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