Free Trial
→ Here’s How to Claim Your Stake in Elon’s Private Company, xAI (From Brownstone Research) (Ad) Buy EPM Stock  Free EPM Stock Alerts

Evolution Petroleum (EPM) Institutional Ownership

Evolution Petroleum logo
$4.24 +0.04 (+0.95%)
Closing price 04:10 PM Eastern
Extended Trading
$4.24 0.00 (-0.12%)
As of 06:29 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Evolution Petroleum (NYSEAMERICAN:EPM)

Current
Institutional Ownership
Percentage
60.07%
Number of
Institutional Buyers
(last 12 months)
13
Number of
Institutional Sellers
(last 12 months)
3
Get EPM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Evolution Petroleum stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

EPM Institutional Buying and Selling by Quarter

Evolution Petroleum Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/5/2024Sanctuary Advisors LLC30,846$179K0.0%N/A0.092%
8/15/2024AQR Capital Management LLC17,726$93K0.0%-70.5%0.053%
8/9/2024Renaissance Technologies LLC1,315,383$6.93M0.0%+4.7%3.943%
8/9/2024Dimensional Fund Advisors LP1,336,348$7.04M0.0%+0.4%4.006%
8/8/2024Prosperity Consulting Group LLC34,297$181K0.0%-35.8%0.103%
8/8/2024Perritt Capital Management Inc198,887$1.05M0.6%+13.2%0.596%
8/8/2024American Century Companies Inc.572,850$3.02M0.0%+5.5%1.717%
8/1/2024 Rhumbline Advisers47,523$250K0.0%+10.0%0.142%
7/30/2024 Kings Path Partners LLC107,430$566K0.3%N/A0.322%
7/26/2024 Bank of New York Mellon Corp400,178$2.11M0.0%+7.0%1.200%
7/16/2024 Sequoia Financial Advisors LLC57,941$305K0.0%N/A0.174%
7/12/2024 Register Financial Advisors LLC280,449$1.48M0.7%+1.5%0.841%
5/13/2024O Shaughnessy Asset Management LLC69,315$426K0.0%+40.1%0.208%
5/10/2024Connors Investor Services Inc.48,300$297K0.0%+19.9%0.144%
5/10/2024Vanguard Group Inc.1,611,605$9.90M0.0%+0.6%4.817%
5/8/2024Russell Investments Group Ltd.518,591$3.18M0.0%-0.4%1.550%
5/1/2024 Janney 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%
4/30/2024SpiderRock 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%
2/1/2024 New 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%
1/16/2024Raymond James Financial Services Advisors Inc.116,023$674K0.0%+88.0%0.347%
1/16/2024Raymond 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%
Trump Orders 'National Digital Asset Stockpile' (Ad)

Billionaires Rush Into Digital Banking Token Three massive forces are converging right now, creating what could be the biggest wealth opportunity since Bitcoin's early days.

Click Here to get our complete analysis on why this lending platform is our #1 "buy the dip" opportu
11/15/2023Ranger Investment Management L.P.852,315$5.83M0.4%-7.0%2.550%
11/15/2023 Alps Advisors Inc.37,560$257K0.0%N/A0.112%
11/14/2023Perritt Capital Management Inc.184,531$1.26M0.7%-14.2%0.552%
11/14/2023 Mutual 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%
11/13/2023River 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%
11/8/2023 Janney Montgomery Scott LLC42,931$294K0.0%N/A0.128%
11/7/2023 New 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%
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%
10/24/2023Raymond James Financial Services Advisors Inc.61,708$422K0.0%+33.0%0.186%
10/24/2023Raymond James & Associates33,279$228K0.0%N/A0.100%
10/24/2023 Cambridge Investment Research Advisors Inc.13,500$92K0.0%N/A0.041%
10/17/2023Newbridge 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%
10/12/2023Legato 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%
7/25/2023Raymond 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%
Gold Alert: The Truth About Fort Knox Is Coming (Ad)

Owning physical gold isn’t the best way to profit. I’ve found a better way to invest in gold—one that’s already performing nearly twice as well as gold this year and looks ready to go much higher. If you wait for the news to hit, you’ll already be too late.

Click here now before the biggest gold run in decades kicks off.
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%
(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, 60 institutional investors and hedge funds held shares of Evolution Petroleum. The most heavily invested institutionals were Vanguard Group Inc. ($9.90M), WealthTrust Axiom LLC ($9.68M), River Road Asset Management LLC ($8.74M), Dimensional Fund Advisors LP ($7.04M), Renaissance Technologies LLC ($6.93M), Ranger Investment Management L.P. ($5.66M), and North Star Investment Management Corp. ($4.72M).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 50 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: Penn Mutual Asset Management LLC ($381.07K), Ranger Investment Management L.P. ($215.96K), Register Financial Advisors LLC ($209.57K), North Star Investment Management Corp. ($157.24K), Russell Investments Group Ltd. ($148.18K), Bank of New York Mellon Corp ($125.13K), and O Shaughnessy Asset Management LLC ($123.00K).

How much institutional buying is happening at Evolution Petroleum?

Institutional investors have bought a total of 2,968,133 shares in the last 24 months. This purchase volume represents approximately $10.23M in transactions.

Which Evolution Petroleum major shareholders have been selling company stock?

Of the 22 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 ($325.36K), Russell Investments Group Ltd. ($205.38K), Ranger Investment Management L.P. ($64.41K), Campbell & CO Investment Adviser LLC ($53.44K), AQR Capital Management LLC ($42.33K), and Perritt Capital Management Inc. ($38.59K).

How much institutional selling is happening at Evolution Petroleum?

Institutional investors have sold a total of 1,475,209 shares in the last 24 months. This volume of shares sold represents approximately $12.73M in transactions.


Related Companies

This page (NYSEAMERICAN:EPM) was last updated on 5/2/2025 by MarketBeat.com Staff
From Our Partners
Secret financial plot unfolding in Washington DC… [DEVELOPING]
What stocks are next up to soar in 2025? I believe I’ve found the answer - and it might surprise you. Yo...
Timothy Sykes | Sponsored
Elon’s Terrifying Warning Forces Trump To Take Action
Elon Musk has avoided two major financial crises before. He pulled Tesla and SpaceX back from the brink of col...
American Hartford Gold | Sponsored
Here’s How to Claim Your Stake in Elon’s Private Company, xAI
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsored
Trump Orders 'National Digital Asset Stockpile'
Billionaires Rush Into Digital Banking Token Three massive forces are converging right now, creating what c...
Crypto 101 Media | Sponsored
Trump’s treachery
Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to ...
Porter & Company | Sponsored
Buffett’s favorite chart just hit 209% – here’s what that means for gold
A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the ...
Golden Portfolio | Sponsored
Warning: “DOGE Collapse” imminent
Elon Strikes Back You may already sense that the tide is turning against Elon Musk and DOGE. Just this week...
Altimetry | Sponsored
Gold Hits New Highs as Global Markets Spiral
When Trump took office in 2017, gold was just $1,100 an ounce. By the time he left, it had soared to $1,839. ...
Premier Gold Co | Sponsored