Who owns Evolution Petroleum Corporation?
- Ticker: EPM
- CUSIP Number: 30049A107
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Analyze quarterly positions in Evolution Petroleum Corporation with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Evolution Petroleum Corporation stock
Who bought or sold Evolution Petroleum Corporation this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| BlackRock | 2.4M | $11M | -2% | Mar 2026 |
|
| Wealthtrust Axiom | 2.1M | $9.8M | 10% | Mar 2026 |
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| Vanguard Group | 1.6M | $5.8M | 2% | Dec 2025 |
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| Dimensional Fund Advisors | 1.5M | $6.7M | 2% | Mar 2026 |
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| Vanguard Capital Management | 1.2M | $5.7M | 100% | Mar 2026 |
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| Renaissance Technologies | 1.1M | $3.8M | 0% | Dec 2025 |
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| American Century Companies | 1.0M | $3.6M | 4% | Dec 2025 |
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| Geode Capital Management | 778k | $3.6M | 3% | Mar 2026 |
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| Raymond James Financial | 771k | $2.7M | 62% | Dec 2025 |
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| CWA Asset Management | 709k | $3.2M | 30% | Mar 2026 |
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| State Street Corporation | 695k | $2.5M | 0% | Dec 2025 |
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| Morgan Stanley | 651k | $3.0M | -1% | Mar 2026 |
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| North Star Investment Management | 431k | $2.0M | -22% | Mar 2026 |
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| Citadel Advisors | 396k | $1.8M | 19% | Mar 2026 |
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| Register Financial Advisors | 337k | $1.5M | 0% | Mar 2026 |
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| Northern Trust | 306k | $1.1M | -3% | Dec 2025 |
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| Goldman Sachs Group | 286k | $1.3M | 111% | Mar 2026 |
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| Vanguard Fiduciary Trust | 209k | $956k | 100% | Mar 2026 |
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| UBS Group | 199k | $909k | 37% | Mar 2026 |
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| Vanguard Portfolio Management | 187k | $858k | 100% | Mar 2026 |
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| Perritt Capital Management | 174k | $617k | -1% | Dec 2025 |
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| Point72 Asset Management | 168k | $768k | 58% | Mar 2026 |
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| Comprehensive Portfolio Management | 132k | $603k | 2% | Mar 2026 |
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| O'shaughnessy Asset Management | 124k | $568k | -36% | Mar 2026 |
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| Charles Schwab Investment Management | 96k | $340k | -1% | Dec 2025 |
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| Castleview Partners | 95k | $437k | 22% | Mar 2026 |
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| Millennium Management | 88k | $402k | 100% | Mar 2026 |
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| Bank of New York Mellon | 86k | $392k | -5% | Mar 2026 |
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| Jane Street | 80k | $365k | -3% | Mar 2026 |
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| Ethic | 78k | $359k | -29% | Mar 2026 |
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| Bank of America Corporation | 71k | $326k | 100% | Mar 2026 |
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| Wells Fargo & Company | 68k | $311k | -21% | Mar 2026 |
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| Quantinno Capital Management | 67k | $305k | -43% | Mar 2026 |
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| Nuveen | 62k | $284k | 0% | Mar 2026 |
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| Graham Capital Management | 62k | $283k | 122% | Mar 2026 |
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| Invesco | 60k | $276k | 4% | Mar 2026 |
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| Bridgeway Capital Management | 55k | $196k | -26% | Dec 2025 |
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| Barclays | 53k | $187k | 11% | Dec 2025 |
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| Advisor OS | 52k | $240k | 100% | Mar 2026 |
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| Branch Banking & Trust Company | 50k | $228k | 0% | Mar 2026 |
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| GSA Capital Partners | 45k | $204k | 45% | Mar 2026 |
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| Victory Capital Management | 38k | $133k | 0% | Dec 2025 |
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| Schonfeld Strategic Advisors | 35k | $159k | -53% | Mar 2026 |
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| AQR Capital Management | 34k | $154k | 173% | Mar 2026 |
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| Brian McDonald | 34k | $119k | 385% | Dec 2025 |
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| Connor, Clark & Lunn Investment Management | 32k | $148k | 100% | Mar 2026 |
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| Susquehanna International | 31k | $110k | 100% | Dec 2025 |
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| Deutsche Bank Aktiengesellschaft | 29k | $134k | -5% | Mar 2026 |
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| JustInvest | 28k | $128k | 100% | Mar 2026 |
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| D. E. Shaw & Co | 28k | $127k | 100% | Mar 2026 |
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| Jackson Hole Capital Partners | 28k | $126k | 100% | Mar 2026 |
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| Sentinus | 27k | $125k | -84% | Mar 2026 |
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| Rhumbline Advisers | 27k | $122k | -20% | Mar 2026 |
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| Alliancebernstein | 25k | $87k | 0% | Mar 2026 |
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| Wellington Management Company | 22k | $78k | 51% | Dec 2025 |
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| Ellevest | 20k | $90k | -60% | Mar 2026 |
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| Sowell Financial Services | 20k | $90k | 100% | Mar 2026 |
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| Virtu Financial | 19k | $66k | 100% | Dec 2025 |
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| Two Sigma Investments | 18k | $83k | -37% | Mar 2026 |
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| Sei Investments | 16k | $75k | 0% | Mar 2026 |
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| Coldstream Capital Management | 16k | $73k | -13% | Mar 2026 |
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| Oxford Asset Management | 16k | $56k | 100% | Dec 2025 |
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| Summit Trail Advisors | 16k | $71k | 100% | Mar 2026 |
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| Mirae Asset Global Etfs Holdings | 15k | $70k | 2% | Mar 2026 |
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| Engineers Gate Manager | 15k | $52k | 100% | Dec 2025 |
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| Russell Investments | 14k | $66k | -70% | Mar 2026 |
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| Mercer Global Advisors | 14k | $65k | -36% | Mar 2026 |
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| Zions Bancorporation, National Association | 13k | $59k | 100% | Mar 2026 |
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| Michels Family Financial | 12k | $57k | 1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 12k | $56k | 0% | Mar 2026 |
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| Chancellor Financial Group WB | 12k | $42k | 2% | Dec 2025 |
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| LPL Financial | 12k | $54k | 4% | Mar 2026 |
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| Kathmere Capital Management | 11k | $51k | 100% | Mar 2026 |
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| Vanguard Global Advisers | 11k | $51k | 100% | Mar 2026 |
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| Police & Firemen's Retirement System of New Jersey | 11k | $51k | 0% | Mar 2026 |
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| Sherbrooke Park Advisers | 10k | $36k | 100% | Dec 2025 |
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| Manufacturers Life Insurance Company | 10k | $46k | -27% | Mar 2026 |
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| Equitable Holdings | 10k | $35k | 100% | Mar 2026 |
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| New York State Common Retirement Fund | 9.6k | $44k | -60% | Mar 2026 |
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| Advisor Group Holdings | 7.8k | $28k | -8% | Dec 2025 |
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| Pnc Financial Services | 7.2k | $33k | 14% | Mar 2026 |
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| Bnp Paribas Arbitrage, Snc | 7.0k | $32k | 0% | Mar 2026 |
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| Newbridge Financial Services Group | 7.0k | $32k | 0% | Mar 2026 |
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| Alaska Retirement Management Board | 6.6k | $30k | 0% | Mar 2026 |
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| FMR | 6.5k | $23k | -9% | Dec 2025 |
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| Simplex Trading | 5.7k | $20k | 233% | Dec 2025 |
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| Tower Research Capital | 3.0k | $11k | 8% | Dec 2025 |
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| Legal & General Group | 3.0k | $14k | -9% | Mar 2026 |
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| CoreCap Advisors | 2.9k | $13k | 2% | Mar 2026 |
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| Summit Investment Advisors | 2.6k | $12k | 0% | Mar 2026 |
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| Bard Associates | 2.5k | $12k | -98% | Mar 2026 |
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| Smartleaf Asset Management | 1.9k | $9.0k | 320% | Mar 2026 |
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| Citigroup | 1.6k | $7.5k | 100% | Mar 2026 |
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| Jones Financial Companies, L.L | 1.4k | $4.9k | 0% | Dec 2025 |
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| GAMMA Investing | 1.3k | $5.8k | 212% | Mar 2026 |
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| Royal Bank of Canada | 1.1k | $5.0k | -99% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.0k | $4.6k | 0% | Mar 2026 |
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| Hanson McClain Advisors | 700.00 | $2.5k | 12% | Dec 2025 |
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| CWM | 613.00 | $2.0k | -80% | Dec 2025 |
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| Cassaday & Co Wealth Management | 380.00 | $1.7k | 100% | Mar 2026 |
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| Harbor Capital Advisors | 372.00 | $2.0k | -5% | Mar 2026 |
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| Golden State Wealth Management | 368.00 | $1.7k | 0% | Mar 2026 |
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| SRS Capital Advisors | 357.00 | $1.6k | 100% | Mar 2026 |
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| Sterling Capital Management | 304.00 | $1.4k | -30% | Mar 2026 |
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| Mosley Wealth Management | 300.00 | $1.4k | 100% | Mar 2026 |
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| SBI Securities | 247.00 | $1.1k | -12% | Mar 2026 |
|
| Farther Finance Advisors | 208.00 | $909.001600 | 1% | Mar 2026 |
|
| Financial Network Wealth Advisors | 184.00 | $650.992000 | 0% | Dec 2025 |
|
| EverSource Wealth Advisors | 124.00 | $568.118400 | 933% | Mar 2026 |
|
| Rothschild Investment | 103.00 | $471.997500 | 3% | Mar 2026 |
|
| Essential Partners | 96.00 | $439.996800 | 52% | Mar 2026 |
|
| Legacy Wealth Managment | 73.00 | $334.997000 | 0% | Mar 2026 |
|
| Root Financial Partners | 54.00 | $247.001400 | 100% | Mar 2026 |
|
| Covestor | 19.00 | $0 | 533% | Mar 2026 |
|
| Creative Financial Designs | 17.00 | $80.000300 | 0% | Mar 2026 |
|
| MAI Wealth Advisors | 6.00 | $28.000200 | 100% | Mar 2026 |
|
| NISA Investment Advisors | 5.00 | $23.000000 | 100% | Mar 2026 |
|
| Sunbelt Securities | 5.00 | $23.000000 | 100% | Mar 2026 |
|
| True Wealth Design | 2.00 | $10.000000 | -33% | Mar 2026 |
|
| IFP Advisors | 2.00 | $9.000000 | -97% | Mar 2026 |
|
| MJT & Associates Financial Advisory Group | 1.00 | $1.000000 | -50% | Mar 2026 |
|
Who sold out of Evolution Petroleum Corporation?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ranger Investment Management | Sep 2025 | 944k | $4.5M |
| River Road Asset Management | Dec 2025 | 537k | $1.9M |
| Arete Wealth Advisors | Dec 2025 | 53k | $188k |
| Certior Financial Group | Dec 2025 | 31k | $109k |
| Prosperity Consulting Group | Dec 2025 | 23k | $82k |
| Hrt Financial | Dec 2025 | 22k | $77k |
| Dynamic Technology Lab Private | Dec 2025 | 20k | $70k |
| Ancora Advisors | Dec 2025 | 19k | $69k |
| Occudo Quantitative Strategies | Dec 2025 | 18k | $65k |
| MetLife Investment Advisors | Sep 2025 | 17k | $84k |
| Squarepoint Ops | Dec 2025 | 16k | $55k |
| Jpmorgan Chase & Co | Sep 2025 | 14k | $69k |
| Interchange Capital Partners | Dec 2025 | 14k | $50k |
| Intech Investment Management | Dec 2025 | 13k | $47k |
| Colony | Sep 2025 | 12k | $88k |
| Inscription Capital | Dec 2025 | 11k | $38k |
| Metis Global Partners | Dec 2025 | 10k | $36k |
| Intl Fcstone | Dec 2025 | 10k | $36k |
| California State Teachers Retirement System | Dec 2025 | 1.9k | $6.8k |
| Larson Financial Group | Sep 2025 | 1.0k | $4.8k |
| Amalgamated Bank | Dec 2025 | 992.00 | $4.0k |
| Massmutual Trust | Dec 2025 | 463.00 | $1.6k |
| TrueNorth | Dec 2025 | 11.00 | $747.000100 |