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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
   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
   RANGER INVESTMENT MANAGEMENT LP 65 - 2023-12-31 974,270 $5,661,000 121,955
   NORTH STAR INVESTMENT MANAGEMENT CORP. 77 - 2024-03-31 769,369 $4,724,000 63,105
   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
   AMERICAN CENTURY COMPANIES INC 1653 - 2023-12-31 449,069 $2,609,000 53,773
   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
   Advisor Group Holdings Inc. 2094 - 2024-03-31 206,216 $1,266,000 41,236
   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
   Man Group plc 1393 - 2023-12-31 106,583 $619,000 106,583
   UBS Group AG 4081 - 2023-12-31 69,691 $405,000 33,299
   CAMPBELL & CO INVESTMENT ADVISER LLC 812 - 2024-03-31 63,308 $389,000 10,193
   JANNEY MONTGOMERY SCOTT LLC 2239 - 2024-03-31 55,472 $341,000 5,084
   AQR CAPITAL MANAGEMENT LLC 2040 - 2023-12-31 55,639 $323,000 39,926
   CONNORS INVESTOR SERVICES INC 122 - 2024-03-31 48,300 $297,000 8,000
   BANK OF AMERICA CORP /DE/ 4818 - 2023-12-31 49,191 $286,000 26,523
   INVESCO LTD 3341 - 2023-12-31 48,102 $279,000 1,193
   RHUMBLINE ADVISERS 3038 - 2024-03-31 43,213 $265,000 892
   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
   J P MORGAN CHASE & CO 4187 - 2024-03-31 33,474 $206,000 10,979
   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
   Equitable Holdings Inc. 1079 - 2023-12-31 23,497 $137,000 2,932
   BRANDYWINE ASSET MANAGEMENT LLC 669 - 2023-12-31 16,019 $93,000 390
   ING INVESTMENT MANAGEMENT LLC 2649 - 2023-12-31 14,543 $84,000 129
   ROYAL BANK OF CANADA 5229 - 2023-12-31 10,255 $59,000 6,369
   WELLS FARGO & CO/MN 4627 - 2024-03-31 9,276 $57,000 1,238
   TOWER RESEARCH CAPITAL LLC 3183 - 2023-12-31 7,959 $46,000 431
   FMR LLC 3403 - 2023-12-31 7,790 $45,000 634
   Goss Wealth Management LLC 3435 - 2023-12-31 182 $1,000 4
   Farther Finance Advisors LLC 2908 - 2023-12-31 209 $1,000 3
   CREATIVE FINANCIAL DESIGNS INC /ADV 1660 - 2024-03-31 30 $0 15

  39 Records found
  1    
  Page 1 of 1
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