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Get Institutions for : 
Evolution Petroleum Corp (EPM)  
$5.79 0.01 (0.17%) as of 4:30 Fri 4/26


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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
$6.33  
Last Quarter's Ending Price : 
$5.81  
Last Quarter's Average Price
$6.12  
Change from last quarter's     
avg. price to the last closing  : 
0.33 (5.39%)  




 
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: 
3-31-2022 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 the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BLACKROCK INC. 3031 - 2023-12-31 2,770,124 $16,094,000 45,711
   WEALTHTRUST AXIOM LLC 5 - 2023-12-31 1,666,452 $9,682,000 24,853
   VANGUARD GROUP INC 2980 - 2023-12-31 1,602,701 $9,312,000 -49,111
   RENAISSANCE TECHNOLOGIES LLC 1059 - 2023-12-31 1,364,197 $7,926,000 -130,400
   RIVER ROAD ASSET MANAGEMENT LLC 138 - 2024-03-31 1,258,104 $7,725,000 -19,884
   DIMENSIONAL FUND ADVISORS INC 2437 - 2023-12-31 1,288,175 $7,484,000 32,898
   RANGER INVESTMENT MANAGEMENT LP 65 - 2023-12-31 974,270 $5,661,000 121,955
   NORTH STAR INVESTMENT MANAGEMENT CORP. 85 - 2023-12-31 706,264 $4,103,000 94,133
   Penn Mutual Asset Management LLC 9 - 2023-12-31 700,053 $4,067,000 104,299
   GEODE CAPITAL MANAGEMENT LLC 2820 - 2023-12-31 686,309 $3,988,000 44,755
   STATE STREET CORP 2891 - 2023-12-31 645,381 $3,750,000 81,020
   MORGAN STANLEY 4142 - 2023-12-31 534,568 $3,106,000 167,652
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 136 - 2023-12-31 523,814 $3,043,000 49,044
   Russell Investments Group Ltd. 1374 - 2023-12-31 520,528 $3,024,000 148,178
   AMERICAN CENTURY COMPANIES INC 1653 - 2023-12-31 449,069 $2,609,000 53,773
   BANK OF NEW YORK MELLON CORP 2692 - 2024-03-31 373,892 $2,296,000 -12,692
   NORTHERN TRUST CORP 3019 - 2023-12-31 328,496 $1,909,000 14,116
   Register Financial Advisors LLC 27 - 2024-03-31 276,405 $1,697,000 114,987
   BARD ASSOCIATES INC 67 - 2023-12-31 248,618 $1,444,000 -3,545
   Foundry Partners LLC 210 - 2023-12-31 194,870 $1,132,000 -315,992
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2016 - 2024-03-31 170,325 $1,046,000 54,302
   PERRITT CAPITAL MANAGEMENT INC 33 - 2023-12-31 176,530 $1,026,000 -8,001
   RAYMOND JAMES & ASSOCIATES 2565 - 2024-03-31 164,206 $1,008,000 117,956
   Advisor Group Holdings Inc. 2552 - 2023-12-31 164,980 $958,000 161,171
   CORNERCAP INVESTMENT COUNSEL INC 278 - 2023-12-31 162,468 $944,000 30,439
   AMERIPRISE FINANCIAL INC 3143 - 2023-12-31 156,201 $908,000 -21,677
   Man Group plc 1393 - 2023-12-31 106,583 $619,000 106,583
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3484 - 2023-12-31 104,462 $607,000 -142,080
   TWO SIGMA ADVISERS, LLC 1843 - 2023-12-31 103,027 $599,000 -104,400
   AVIVA PLC 773 *New 2023-12-31 102,984 $598,000 102,984
   SCHWAB CHARLES INVESTMENT MANAGEMENT INC 3061 - 2023-12-31 88,329 $513,000 0
   FIRST TRUST ADVISORS LP 2145 - 2023-12-31 83,599 $486,000 -147,581
   BRIDGEWAY CAPITAL MANAGEMENT INC 963 - 2023-12-31 78,133 $454,000 -8,784
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 1698 - 2023-12-31 72,515 $421,000 72,515
   UBS Group AG 4081 - 2023-12-31 69,691 $405,000 33,299
   NEW YORK STATE COMMON RETIREMENT FUND 2128 - 2023-12-31 67,666 $393,000 10,000
   STRS OHIO 1408 - 2023-12-31 62,200 $361,000 0
   EXCHANGE TRADED CONCEPTS LLC 731 - 2024-03-31 58,254 $358,000 -6,582
   NUVEEN ASSET MANAGEMENT, LLC 3067 - 2023-12-31 61,211 $356,000 0
   GOLDMAN SACHS GROUP INC/ 3979 - 2023-12-31 60,011 $349,000 -17,910
   AQR CAPITAL MANAGEMENT LLC 2040 - 2023-12-31 55,639 $323,000 39,926
   CAMPBELL & CO INVESTMENT ADVISER LLC 906 - 2023-12-31 53,115 $309,000 8,155
   JANNEY MONTGOMERY SCOTT LLC 2207 - 2023-12-31 50,388 $293,000 7,457
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1231 - 2023-12-31 49,460 $287,000 -64,099
   BANK OF AMERICA CORP /DE/ 4818 - 2023-12-31 49,191 $286,000 26,523
   BMS Financial Advisors LLC 98 *New 2023-06-30 2,234 $283,000 2,234
   INVESCO LTD 3341 - 2023-12-31 48,102 $279,000 1,193
   State of Tennessee Treasury Department 1536 - 2023-12-31 44,856 $261,000 12,216
   BARCLAYS PLC 3283 - 2023-12-31 44,114 $256,000 37,103
   RHUMBLINE ADVISERS 3076 - 2023-12-31 42,321 $246,000 1,477
   CONNORS INVESTOR SERVICES INC 129 - 2023-12-31 40,300 $234,000 4,500
   Winton Capital Group Ltd 624 - 2023-12-31 37,390 $217,000 -18,549
   ALPS ADVISERS INC 942 - 2023-12-31 35,533 $206,000 -2,027
   Ethic Inc. 979 - 2023-12-31 34,965 $203,000 -8,898
   SEIZERT CAPITAL PARTNERS LLC 172 - 2023-12-31 29,803 $173,000 -8,303
   Arete Wealth Advisors LLC 691 *New 2023-12-31 26,940 $157,000 26,940
   VICTORY CAPITAL MANAGEMENT INC 2243 - 2023-12-31 25,863 $150,000 -1,236
   BNP PARIBAS ARBITRAGE SA 2501 - 2023-12-31 24,162 $140,000 -4,167
   Equitable Holdings Inc. 1079 - 2023-12-31 23,497 $137,000 2,932
   J P MORGAN CHASE & CO 4385 - 2023-12-31 22,495 $131,000 1,896
   JANE STREET GROUP LLC 4952 - 2023-12-31 20,327 $118,000 -26,934
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 16,712 $97,000 0
   MetLife Investment Advisors LLC 2618 - 2023-12-31 16,752 $97,000 0
   BRANDYWINE ASSET MANAGEMENT LLC 669 - 2023-12-31 16,019 $93,000 390
   AMERICAN INTERNATIONAL GROUP INC 2615 - 2023-12-31 15,429 $90,000 -62
   Squarepoint Ops LLC 2286 *New 2023-12-31 15,182 $88,000 15,182
   TWO SIGMA INVESTMENTS LLC 2808 - 2023-12-31 14,900 $87,000 -16,482
   Comprehensive Portfolio Management LLC 771 - 2024-03-31 14,065 $86,000 -1,649
   DEUTSCHE BANK AG 3195 - 2023-12-31 14,631 $85,000 -562
   ING INVESTMENT MANAGEMENT LLC 2649 - 2023-12-31 14,543 $84,000 129
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3148 - 2024-03-31 13,501 $83,000 1
   MANUFACTURERES LIFE INSURANCE CO 2847 - 2023-12-31 13,749 $80,000 0
   CITIGROUP INC 3370 - 2023-12-31 13,506 $78,000 9,451
   LPL FINANCIAL CORP 4502 - 2023-12-31 13,297 $77,000 -65,386
   Cetera Investment Advisers 2145 - 2023-12-31 12,065 $70,000 0
   State of Wyoming 1211 - 2023-12-31 12,043 $70,000 -8,873
   ROYAL BANK OF CANADA 5229 - 2023-12-31 10,255 $59,000 6,369
   Aquatic Capital Management LLC 1108 *New 2023-12-31 9,400 $55,000 9,400
   PNC FINANCIAL SERVICES GROUP INC 2971 - 2023-12-31 8,393 $49,000 -14,011
   WELLS FARGO & CO/MN 4657 - 2023-12-31 8,038 $47,000 744
   TOWER RESEARCH CAPITAL LLC 3183 - 2023-12-31 7,959 $46,000 431
   FMR LLC 3403 - 2023-12-31 7,790 $45,000 634
   Newbridge Financial Services Group Inc. 494 - 2024-03-31 5,450 $33,000 0
   CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 2789 - 2023-12-31 5,109 $30,000 -1,740
   GLADIUS CAPITAL MANAGEMENT LP 216 *New 2023-12-31 4,690 $27,000 4,690
   GROUP ONE TRADING, L.P. 1246 - 2023-12-31 3,700 $21,000 -7,392
   LEGAL & GENERAL GROUP PLC 3033 - 2023-12-31 3,364 $20,000 -348
   SUMMIT INVESTMENT ADVISORS INC 2700 - 2023-12-31 2,605 $15,000 0
   SIMPLEX TRADING LLC 1842 - 2024-03-31 1,663 $10,000 -20,894
   Geneos Wealth Management Inc. - 2023-12-31 1,800 $10,000 0
   METROPOLITAN LIFE INSURANCE CO/NY 2189 - 2023-12-31 1,736 $10,000 0
   US BANCORP 3310 - 2023-12-31 1,450 $8,000 0
   COMERICA BANK 3165 - 2023-12-31 1,403 $8,000 0
   AMALGAMATED BANK 2603 - 2024-03-31 1,064 $7,000 -3,402
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2732 - 2023-12-31 1,009 $6,000 0
   PROEQUITIES INC. 1993 - 2023-12-31 289 $2,000 -11,902
   FEDERATED INVESTORS INC /PA/ 1939 *New 2023-12-31 201 $1,000 201
   FTB Advisors Inc. 2121 - 2024-03-31 99 $1,000 0
   Glassman Wealth Services 1491 *New 2023-12-31 110 $1,000 110
   Aspire Private Capital LLC 622 - 2024-03-31 100 $1,000 0

  100 Records found
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