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Evolution Petroleum (EPM) Institutional Ownership

Evolution Petroleum logo
$5.00 +0.03 (+0.60%)
As of 07/3/2025 05:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Evolution Petroleum (NYSEAMERICAN:EPM)

Current
Institutional Ownership
Percentage
60.07%
Number of
Institutional Buyers
(last 12 months)
10
Number of
Institutional Sellers
(last 12 months)
2
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EPM Institutional Buying and Selling by Quarter

Evolution Petroleum Major Shareholders & Ownership History

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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%
8/1/2024Rhumbline Advisers47,523$250K0.0%+10.0%0.142%
7/30/2024Kings Path Partners LLC107,430$566K0.3%N/A0.322%
7/26/2024Bank of New York Mellon Corp400,178$2.11M0.0%+7.0%1.200%
7/16/2024Sequoia Financial Advisors LLC57,941$305K0.0%N/A0.174%
7/12/2024Register 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%
5/1/2024Janney Montgomery Scott LLC55,472$341K0.0%+10.1%0.166%
5/1/2024Prosperity Consulting Group LLC53,431$328K0.0%N/A0.160%
4/30/2024North Star Investment Management Corp.769,369$4.72M0.3%+8.9%2.299%
4/30/2024SpiderRock Advisors LLC11,989$71K0.0%N/A0.036%
4/29/2024Principal Financial Group Inc.15,512$95K0.0%N/A0.046%
4/16/2024Register 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%
2/1/2024New 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%
1/18/2024Ritholtz 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%
1/12/2024Register Financial Advisors LLC161,418$938K0.6%+18.3%0.483%
1/10/2024North Star Investment Management Corp.706,264$4.10M0.3%+15.4%2.113%
1/5/2024Exchange Traded Concepts LLC64,836$377K0.0%N/A0.194%
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11/15/2023Ranger Investment Management L.P.852,315$5.83M0.4%-7.0%2.550%
11/15/2023Alps Advisors Inc.37,560$257K0.0%N/A0.112%
11/14/2023Perritt Capital Management Inc.184,531$1.26M0.7%-14.2%0.552%
11/14/2023Mutual 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%
11/8/2023Janney Montgomery Scott LLC42,931$294K0.0%N/A0.128%
11/7/2023New 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%
10/27/2023Allspring 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%
10/24/2023Bank 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%
10/24/2023Cambridge 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%
10/13/2023Register Financial Advisors LLC136,452$933K0.7%+32.0%0.411%
10/13/2023Ritholtz 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%
8/4/2023Register Financial Advisors LLC103,359$834K0.6%+5.7%0.311%
8/3/2023Bank of New York Mellon Corp353,751$2.86M0.0%+25.6%1.063%
8/2/2023North 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%
7/17/2023Ritholtz Wealth Management12,896$104K0.0%N/A0.039%
7/14/2023Copeland Capital Management LLC3,511$28K0.0%-38.7%0.011%
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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%
5/10/2023Register 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, 56 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 Evolution Petroleum's institutional investors.

What percentage of Evolution Petroleum's stock is owned by institutional investors?

60.07% of Evolution Petroleum's stock is owned by institutional investors. Learn more on EPM's institutional investor holdings.

Which institutional investors have been buying Evolution Petroleum's stock?

Of the 48 institutional investors that purchased Evolution Petroleum's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Penn Mutual Asset Management LLC ($246.30K), Ranger Investment Management L.P. ($195.99K), Register Financial Advisors LLC ($182.67K), 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 347,636 shares in the last 24 months. This purchase volume represents approximately $0.00 in transactions.

Which of Evolution Petroleum's major shareholders have been selling company stock?

The following institutional investors have sold Evolution Petroleum stock in the last 24 months: AQR Capital Management LLC ($42.33K), and Prosperity Consulting Group LLC ($19.13K).

How much institutional selling is happening at Evolution Petroleum?

Institutional investors have sold a total of 61,459 shares in the last 24 months. This volume of shares sold represents approximately $0.00 in transactions.


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This page (NYSEAMERICAN:EPM) was last updated on 7/5/2025 by MarketBeat.com Staff
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