EPM Insider Trading

60.79% of Evolution Petroleum stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Evolution Petroleum Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/3/2023	D.A. Davidson & CO.	14,000	$0.11M	0.0%	N/A	0.042%
2/1/2023	River Road Asset Management LLC	1,183,360	$8.93M	0.1%	-3.5%	3.509%
1/26/2023	Yacktman Asset Management LP	100,000	$0.76M	0.0%	-41.2%	0.297%
1/17/2023	Newbridge Financial Services Group Inc.	3,925	$30K	0.0%	+881.3%	0.012%
12/8/2022	Bank of New York Mellon Corp	268,676	$1.87M	0.0%	+2.1%	0.797%
11/17/2022	Grandeur Peak Global Advisors LLC	603,709	$4.20M	0.3%	+12.9%	1.791%
11/16/2022	Jane Street Group LLC	30,972	$0.22M	0.0%	N/A	0.092%
11/15/2022	State Street Corp	132,435	$0.92M	0.0%	-4.2%	0.393%
11/15/2022	Jacobs Levy Equity Management Inc.	77,301	$0.54M	0.0%	+218.5%	0.229%
11/15/2022	Algert Global LLC	37,271	$0.26M	0.0%	+36.1%	0.111%
11/15/2022	Two Sigma Advisers LP	296,427	$2.06M	0.0%	+4.5%	0.879%
11/15/2022	Two Sigma Investments LP	212,606	$1.48M	0.0%	+83.3%	0.631%
11/15/2022	Vanguard Group Inc.	1,267,485	$8.82M	0.0%	+0.6%	3.759%
11/15/2022	Penn Mutual Asset Management LLC	143,268	$1M	1.3%	N/A	0.425%
11/15/2022	Quadrature Capital Ltd	25,768	$0.18M	0.0%	N/A	0.076%
11/15/2022	Marshall Wace LLP	143,099	$1M	0.0%	-4.6%	0.424%
11/15/2022	Engineers Gate Manager LP	34,470	$0.24M	0.0%	+210.5%	0.102%
11/15/2022	First Trust Advisors LP	80,762	$0.56M	0.0%	N/A	0.240%
11/15/2022	Bank of New York Mellon Corp	268,676	$1.87M	0.0%	+2.1%	0.797%
11/15/2022	BlackRock Inc.	1,429,618	$9.95M	0.0%	-34.6%	4.240%
11/15/2022	Caxton Associates LP	23,410	$0.16M	0.0%	-34.9%	0.069%
11/14/2022	Delphia USA Inc.	14,275	$99K	0.1%	N/A	0.042%
11/14/2022	Renaissance Technologies LLC	1,707,313	$11.88M	0.0%	-17.1%	5.064%
11/10/2022	Dimensional Fund Advisors LP	1,047,887	$7.29M	0.0%	+4.7%	3.124%
11/10/2022	Tower Research Capital LLC TRC	7,477	$52K	0.0%	+82.6%	0.022%
11/10/2022	Grantham Mayo Van Otterloo & Co. LLC	47,849	$0.33M	0.0%	-37.1%	0.143%
11/9/2022	Navellier & Associates Inc.	46,211	$0.32M	0.1%	N/A	0.138%
11/7/2022	LSV Asset Management	86,500	$0.60M	0.0%	-39.2%	0.258%
11/7/2022	Virtu Financial LLC	23,503	$0.16M	0.0%	N/A	0.070%
11/7/2022	Jump Financial LLC	31,000	$0.22M	0.0%	N/A	0.092%
11/4/2022	River Road Asset Management LLC	1,226,070	$8.53M	0.1%	+1.2%	3.655%
11/4/2022	Russell Investments Group Ltd.	887,261	$6.17M	0.0%	+125.1%	2.645%
11/3/2022	WealthTrust Axiom LLC	1,666,373	$11.60M	4.4%	+3.2%	4.967%
10/25/2022	Raymond James Financial Services Advisors Inc.	41,869	$0.29M	0.0%	+6.7%	0.125%
10/21/2022	Foundry Partners LLC	416,673	$2.90M	0.2%	-9.2%	1.245%
10/19/2022	Ritholtz Wealth Management	10,167	$71K	0.0%	N/A	0.030%
10/17/2022	Cambridge Investment Research Advisors Inc.	14,182	$99K	0.0%	N/A	0.042%
10/14/2022	Gradient Investments LLC	10,169	$71K	0.0%	N/A	0.030%
10/11/2022	Silverleafe Capital Partners LLC	69,500	$0.48M	0.3%	N/A	0.208%
8/16/2022	Price T Rowe Associates Inc. MD	14,000	$76K	0.0%	-27.8%	0.041%
8/15/2022	Occudo Quantitative Strategies LP	18,268	$100K	0.0%	-50.0%	0.054%
8/15/2022	Cubist Systematic Strategies LLC	35,469	$0.19M	0.0%	-14.6%	0.105%
8/15/2022	Millennium Management LLC	202,039	$1.10M	0.0%	-42.9%	0.599%
8/13/2022	Renaissance Technologies LLC	2,059,193	$11.24M	0.0%	-1.2%	6.103%
8/12/2022	LPL Financial LLC	11,250	$61K	0.0%	N/A	0.033%
8/12/2022	BNP Paribas Arbitrage SA	15,209	$83K	0.0%	+199.9%	0.045%
8/12/2022	Brandywine Global Investment Management LLC	113,502	$0.62M	0.0%	-13.9%	0.336%
8/11/2022	Bard Associates Inc.	261,898	$1.43M	0.6%	+11.3%	0.776%
8/5/2022	Connor Clark & Lunn Investment Management Ltd.	51,252	$0.28M	0.0%	+67.5%	0.152%
8/4/2022	Yacktman Asset Management LP	170,000	$0.93M	0.0%	-17.1%	0.504%
7/29/2022	Amica Retiree Medical Trust	76,790	$0.42M	0.5%	-11.6%	0.228%
7/29/2022	Amica Mutual Insurance Co.	625,368	$3.42M	0.4%	-11.6%	1.853%
7/29/2022	Russell Investments Group Ltd.	394,117	$2.15M	0.0%	+46.2%	1.168%
7/28/2022	Foundry Partners LLC	459,029	$2.51M	0.2%	-27.9%	1.360%
7/27/2022	WealthTrust Axiom LLC	1,615,012	$8.82M	3.1%	+6.0%	4.786%
7/20/2022	River Road Asset Management LLC	1,211,968	$6.62M	0.1%	-2.3%	3.592%
7/19/2022	North Star Investment Management Corp.	582,000	$3.18M	0.3%	-17.4%	1.725%
5/18/2022	BNP Paribas Arbitrage SA	5,071	$34K	0.0%	+253,450.0%	0.015%
5/17/2022	Mirabella Financial Services LLP	22,195	$0.15M	0.0%	N/A	0.066%
5/17/2022	Jane Street Group LLC	39,214	$0.27M	0.0%	N/A	0.116%
5/16/2022	State Street Corp	138,235	$0.94M	0.0%	+6.4%	0.410%
5/16/2022	Engineers Gate Manager LP	79,203	$0.54M	0.0%	N/A	0.235%
5/16/2022	Invesco Ltd.	271,371	$1.84M	0.0%	N/A	0.806%
5/13/2022	Renaissance Technologies LLC	2,084,413	$14.15M	0.0%	-0.2%	6.187%
5/13/2022	Northern Trust Corp	99,465	$0.68M	0.0%	-4.8%	0.295%
5/13/2022	Lazard Asset Management LLC	5,754	$39K	0.0%	N/A	0.017%
5/13/2022	Wasatch Advisors Inc.	2,342,250	$15.90M	0.1%	+10.2%	6.953%
5/13/2022	Vanguard Group Inc.	1,297,859	$8.81M	0.0%	+1.2%	3.852%
5/13/2022	EAM Investors LLC	238,074	$1.62M	0.3%	-13.9%	0.707%
5/13/2022	Grandeur Peak Global Advisors LLC	574,481	$3.90M	0.2%	-5.9%	1.705%
5/13/2022	Dimensional Fund Advisors LP	933,857	$6.34M	0.0%	+3.8%	2.772%
5/12/2022	Friess Associates LLC	364,938	$2.48M	1.3%	N/A	1.083%
5/12/2022	LSV Asset Management	93,192	$0.63M	0.0%	+165.8%	0.277%
5/12/2022	Amica Mutual Insurance Co.	707,237	$4.80M	0.6%	-31.8%	2.099%
5/12/2022	River Road Asset Management LLC	1,239,958	$8.42M	0.1%	-0.6%	3.681%
5/12/2022	Acadian Asset Management LLC	560,782	$3.81M	0.0%	+192.3%	1.665%
5/12/2022	PNC Financial Services Group Inc.	8,114	$55K	0.0%	N/A	0.024%
5/12/2022	Citigroup Inc.	26,749	$0.18M	0.0%	N/A	0.079%
5/12/2022	Connor Clark & Lunn Investment Management Ltd.	30,594	$0.21M	0.0%	N/A	0.091%
5/11/2022	Amica Retiree Medical Trust	86,843	$0.59M	0.6%	-28.7%	0.258%
5/11/2022	American Century Companies Inc.	65,972	$0.45M	0.0%	+34.0%	0.196%
5/11/2022	Bank of New York Mellon Corp	214,494	$1.46M	0.0%	+1.3%	0.637%
5/11/2022	Raymond James & Associates	13,975	$95K	0.0%	-85.1%	0.041%
5/11/2022	JPMorgan Chase & Co.	21,304	$0.15M	0.0%	+120.5%	0.063%
5/10/2022	Aaron Wealth Advisors LLC	6,993	$1.03M	0.0%	N/A	0.021%
5/9/2022	Campbell & CO Investment Adviser LLC	92,211	$0.63M	0.2%	+37.4%	0.274%
5/9/2022	WealthTrust Axiom LLC	1,523,476	$10.34M	3.2%	+2.4%	4.522%
5/5/2022	Russell Investments Group Ltd.	269,486	$1.83M	0.0%	+25.7%	0.800%
5/4/2022	Advisor Group Holdings Inc.	3,656	$25K	0.0%	+97.0%	0.011%
5/3/2022	North Star Investment Management Corp.	704,650	$4.79M	0.4%	-28.5%	2.092%
4/25/2022	Bailard Inc.	37,800	$0.26M	0.0%	N/A	0.112%
4/14/2022	Foundry Partners LLC	636,454	$4.32M	0.2%	+18.4%	1.889%
2/16/2022	Wasatch Advisors Inc.	2,125,221	$10.73M	0.0%	+19.1%	6.308%
2/15/2022	Grandeur Peak Global Advisors LLC	610,482	$3.08M	0.1%	-1.6%	1.812%
2/11/2022	Renaissance Technologies LLC	2,087,613	$10.54M	0.0%	+3.7%	6.207%
2/10/2022	Acadian Asset Management LLC	191,829	$0.97M	0.0%	+769.1%	0.570%
2/10/2022	Campbell & CO Investment Adviser LLC	67,100	$0.34M	0.1%	+13.2%	0.200%
2/9/2022	Dimensional Fund Advisors LP	899,623	$4.54M	0.0%	-7.7%	2.675%
2/8/2022	Amica Retiree Medical Trust	121,799	$0.62M	0.5%	-22.6%	0.362%
2/8/2022	Amica Mutual Insurance Co.	1,036,926	$5.24M	0.4%	-17.2%	3.083%

Data available starting January 2016

Evolution Petroleum Corp. is an oil and gas company. It holds assets through Delhi, Hamilton Dome, and Barnette Shale. The company was founded by Robert Stevens Herlin in 2003 and is headquartered in Houston, TX.

Today's Range

Now: $6.02

$5.98

$6.25

50 Day Range

MA: N/A

52 Week Range

Now: $6.02

$4.81

$8.55

Volume

304,435 shs

Average Volume

228,810 shs

Market Capitalization

$202.99 million

P/E Ratio

5.33

Dividend Yield

7.96%

Beta

0.94

Who are the company insiders with the largest holdings of Evolution Petroleum?: Evolution Petroleum's top insider shareholders include:
Ryan Stash (CFO)
Learn More about top insider investors at Evolution Petroleum.
Who are the major institutional investors of Evolution Petroleum?: Evolution Petroleum's top institutional shareholders include:
River Road Asset Management LLC — 3.51%
Yacktman Asset Management LP — 0.30%
D.A. Davidson & CO. — 0.04%
Newbridge Financial Services Group Inc. — 0.01%
Concourse Financial Group Securities Inc. — 0.00%
Learn More about top institutional investors of Evolution Petroleum stock.
Which major investors are selling Evolution Petroleum stock?: In the last quarter, EPM stock was sold by these institutional investors:
Yacktman Asset Management LP
River Road Asset Management LLC
Which major investors are buying Evolution Petroleum stock?: During the last quarter, EPM stock was purchased by institutional investors including:
D.A. Davidson & CO.
Newbridge Financial Services Group Inc.