Recent Quarter Total Invested
$100.11 M
Recent Quarter Institutional Ownership Percentage
58.07%
Total Invested of Last Quarter
$118.53 M
Ownership Percentage of Last Quarter
59.03%
Evolution Petroleum Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK INC. | 08/13/2024 | 2.61 M | $13.75 M | -1.39% | 7.98% |
| WEALTHTRUST AXIOM LLC | 08/13/2024 | 1.66 M | $8.75 M | -0.16% | 5.08% |
| VANGUARD GROUP INC | 08/13/2024 | 1.57 M | $8.30 M | -2.28% | 4.82% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 1.34 M | $7.04 M | 0.39% | 4.09% |
| RIVER ROAD ASSET MANAGEMENT, LLC | 07/19/2024 | 1.32 M | $6.97 M | 5.18% | 4.05% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 1.32 M | $6.93 M | 4.66% | 4.02% |
| RANGER INVESTMENT MANAGEMENT, L.P. | 08/14/2024 | 1.07 M | $5.64 M | 5.87% | 3.27% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 08/06/2024 | 828,012 | $4.36 M | 7.62% | 2.53% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 708,711 | $3.74 M | 4.24% | 2.17% |
| STATE STREET CORP | 08/14/2024 | 658,564 | $3.47 M | 1.02% | 2.01% |
| MORGAN STANLEY | 10/17/2024 | 638,091 | $3.36 M | -4.58% | 1.95% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 572,850 | $3.02 M | 5.49% | 1.75% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 507,869 | $2.68 M | -2.07% | 1.55% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 400,178 | $2.11 M | 7.03% | 1.22% |
| NORTHERN TRUST CORP | 08/14/2024 | 303,380 | $1.60 M | -6.10% | 0.93% |
| REGISTER FINANCIAL ADVISORS LLC | 07/12/2024 | 280,449 | $1.48 M | 1.46% | 0.86% |
| BARD ASSOCIATES INC | 08/12/2024 | 234,217 | $1.23 M | 0.00% | 0.72% |
| PERRITT CAPITAL MANAGEMENT INC | 08/07/2024 | 198,887 | $1.05 M | 13.15% | 0.61% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 190,892 | $1.01 M | 12.08% | 0.58% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 180,745 | $952,526 | 10.07% | 0.55% |
| INVESCO LTD. | 08/13/2024 | 144,728 | $762,717 | 14.37% | 0.44% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 117,500 | $619,225 | 8.80% | 0.36% |
| ETHIC INC. | 08/13/2024 | 108,000 | $569,160 | 8.49% | 0.33% |
| KINGS PATH PARTNERS LLC | 07/30/2024 | 107,430 | $566,156 | 100.00% | 0.33% |
| KINGSVIEW WEALTH MANAGEMENT, LLC | 08/14/2024 | 100,513 | $529,704 | 100.00% | 0.31% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 98,333 | $518,215 | -16.76% | 0.30% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 88,524 | $466,521 | 6.08% | 0.27% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 83,535 | $440,229 | -1.05% | 0.26% |
| JANE STREET GROUP, LLC | 08/15/2024 | 77,554 | $408,710 | 100.00% | 0.24% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 73,062 | $385,037 | -84.11% | 0.22% |
| PRUDENTIAL FINANCIAL INC | 08/13/2024 | 69,765 | $367,662 | -48.73% | 0.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 66,900 | $352,563 | 11.69% | 0.20% |
| GSA CAPITAL PARTNERS LLP | 08/15/2024 | 65,447 | $345,000 | 100.00% | 0.20% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 61,491 | $324,058 | 80.79% | 0.19% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 61,211 | $322,582 | 0.00% | 0.19% |
| PENN MUTUAL ASSET MANAGEMENT, LLC | 08/14/2024 | 60,168 | $317,085 | 39.38% | 0.18% |
| SEQUOIA FINANCIAL ADVISORS, LLC | 07/15/2024 | 57,941 | $305,349 | 100.00% | 0.18% |
| JANNEY MONTGOMERY SCOTT LLC | 07/25/2024 | 57,364 | $302,000 | 3.41% | 0.18% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/14/2024 | 53,672 | $282,851 | -22.57% | 0.16% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 08/13/2024 | 51,717 | $272,549 | -18.31% | 0.16% |
| NEW YORK STATE COMMON RETIREMENT FUND | 07/31/2024 | 48,962 | $258,000 | -27.64% | 0.15% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 48,782 | $257,081 | 62.91% | 0.15% |
| CONNORS INVESTOR SERVICES INC | 08/09/2024 | 48,300 | $254,541 | 0.00% | 0.15% |
| RHUMBLINE ADVISERS | 08/01/2024 | 47,523 | $250,437 | 9.97% | 0.15% |
| CITADEL ADVISORS LLC | 08/14/2024 | 47,147 | $248,465 | 100.00% | 0.14% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 42,541 | $224,189 | 358.61% | 0.13% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 40,632 | $214,130 | -2.88% | 0.12% |
| ELLEVEST, INC. | 08/14/2024 | 39,344 | $207,343 | 8.77% | 0.12% |
| CORTON CAPITAL INC. | 08/14/2024 | 38,253 | $201,593 | 100.00% | 0.12% |
| PROSPERITY CONSULTING GROUP, LLC | 08/08/2024 | 34,297 | $180,745 | -35.81% | 0.10% |
Evolution Petroleum Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of EPM shares?
During the previous two years, 137 institutional investors and hedge funds held shares of Evolution Petroleum Corporation. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 2.58 M
WealthTrust Axiom LLC: 1.71 M
DIMENSIONAL FUND ADVISORS LP: 1.42 M
River Road Asset Management, LLC: 1.32 M
RENAISSANCE TECHNOLOGIES LLC: 1.12 M
Ranger Investment Management, L.P.: 1.09 M
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What percentage of Evolution Petroleum Corporation stock is owned by institutional investors?
58.07% of Evolution Petroleum Corporation stock is owned by institutional investors.
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How much institutional buying is happening at EPM ?
Institutional investors have bought a total of 24.08 M shares in the last 24 months. This purchase volume represents approximately $147.34 M in transactions.