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Get Institutions for : 
Evolution Petroleum Corp (EPM)  
$5.43 0.05 (0.91%) as of 4:30 Wed 5/15


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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  : 
0.69 (11.27%)  




 
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
   AVIVA PLC 773 *New 2023-12-31 102,984 $598,000 102,984
   Prosperity Consulting Group LLC 266 *New 2024-03-31 53,431 $328,000 53,431
   BMS Financial Advisors LLC 98 *New 2023-06-30 2,234 $283,000 2,234
   Arete Wealth Advisors LLC 691 *New 2023-12-31 26,940 $157,000 26,940
   Moors & Cabot Inc. 856 *New 2024-03-31 16,544 $102,000 16,544
   PRINCIPAL FINANCIAL GROUP INC 2281 *New 2024-03-31 15,512 $95,000 15,512
   Squarepoint Ops LLC 2286 *New 2023-12-31 15,182 $88,000 15,182
   SpiderRock Advisors LLC 556 *New 2024-03-31 11,989 $71,000 11,989
   Metis Global Partners LLC 758 *New 2024-03-31 10,193 $63,000 10,193
   Aquatic Capital Management LLC 1108 *New 2023-12-31 9,400 $55,000 9,400
   GLADIUS CAPITAL MANAGEMENT LP 216 *New 2023-12-31 4,690 $27,000 4,690
   Atlantic Trust Group LLC 2764 *New 2024-03-31 250 $2,000 250
   Covestor Ltd 1885 *New 2024-03-31 125 $1,000 125
   FEDERATED INVESTORS INC /PA/ 1939 *New 2023-12-31 201 $1,000 201
   VALLEY NATIONAL ADVISERS INC 1177 *New 2024-03-31 190 $1,000 190
   Nelson Van Denburg & Campbell Wealth Management Gr 3044 *New 2024-03-31 6 $0 6
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 522 *New 2024-03-31 8,000 $0 8,000
  17 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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