EPM AMEX
Evolution Petroleum Corporation
1W: +1.3%
1M: +1.1%
3M: +2.7%
YTD: +25.0%
1Y: +12.6%
3Y: -21.0%
5Y: +76.4%
$4.41
-0.15 (-3.29%)
Weekly Expected Move ±9.8%
$4
$4
$5
$5
$6
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ETF Exposure
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Institutional Ownership — EPM
140
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
$66M
Total Invested
23
New Positions
36
Increased
66
Reduced
32
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (156 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC NEW | 2,495,468 | $$11M | — | +0.0% | 1Q | SEC ↗ |
| 2 | BlackRock, Inc. | 2,365,816 | $$10M | -46,264 | -1.9% | 7Q | SEC ↗ |
| 3 | WealthTrust Axiom LLC | 1,948,657 | $$9M | +166,624 | +9.4% | 12Q | SEC ↗ |
| 4 | VANGUARD GROUP INC | 1,629,128 | $$7M | +28,306 | +1.8% | 12Q | SEC ↗ |
| 5 | DIMENSIONAL FUND ADVISORS LP | 1,453,218 | $$6M | +32,641 | +2.3% | 13Q | SEC ↗ |
| 6 | AMERICAN CENTURY COMPANIES INC | 1,084,339 | $$5M | +63,461 | +6.2% | 13Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 1,029,498 | $$5M | +258,805 | +33.6% | 6Q | SEC ↗ |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 952,897 | $$4M | -109,400 | -10.3% | 13Q | SEC ↗ |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | 778,365 | $$3M | +21,662 | +2.9% | 13Q | SEC ↗ |
| 10 | CWA Asset Management Group, LLC | 709,287 | $$3M | +162,130 | +29.6% | 7Q | SEC ↗ |
| 11 | STATE STREET CORP | 692,504 | $$3M | -2,670 | -0.4% | 13Q | SEC ↗ |
| 12 | MORGAN STANLEY | 659,963 | $$3M | +18,897 | +2.9% | 12Q | SEC ↗ |
| 13 | North Star Investment Management Corp. | 431,178 | $$2M | -125,012 | -22.5% | 13Q | SEC ↗ |
| 14 | Register Financial Advisors LLC | 336,838 | $$1M | -1,309 | -0.4% | 13Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 308,836 | $$1M | +2,405 | +0.8% | 13Q | SEC ↗ |
| 16 | GOLDMAN SACHS GROUP INC | 285,636 | $$1M | +14,490 | +5.3% | 13Q | SEC ↗ |
| 17 | CITADEL ADVISORS LLC NEW | 271,003 | $$1M | — | +0.0% | 1Q | SEC ↗ |
| 18 | VANGUARD FIDUCIARY TRUST CO NEW | 208,628 | $$920K | — | +0.0% | 1Q | SEC ↗ |
| 19 | UBS Group AG | 198,513 | $$875K | +53,919 | +37.3% | 13Q | SEC ↗ |
| 20 | VANGUARD PORTFOLIO MANAGEMENT LLC NEW | 187,315 | $$826K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Perritt Capital Management Inc | 174,275 | $$769K | -2,041 | -1.2% | 12Q | SEC ↗ |
| 22 | Point72 Asset Management, L.P. | 167,761 | $$740K | +61,374 | +57.7% | 2Q | SEC ↗ |
| 23 | RITHOLTZ WEALTH MANAGEMENT | 131,577 | $$580K | +1,972 | +1.5% | 3Q | SEC ↗ |
| 24 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 123,929 | $$547K | -68,994 | -35.8% | 3Q | SEC ↗ |
| 25 | Castleview Partners, LLC | 95,300 | $$420K | +17,000 | +21.7% | 2Q | SEC ↗ |
| 26 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 88,787 | $$392K | -7,107 | -7.4% | 13Q | SEC ↗ |
| 27 | WELLS FARGO & COMPANY/MN | 86,123 | $$380K | -8,970 | -9.4% | 12Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 85,586 | $$377K | -4,423 | -4.9% | 13Q | SEC ↗ |
| 29 | Ethic Inc. | 78,325 | $$345K | -31,518 | -28.7% | 13Q | SEC ↗ |
| 30 | BANK OF AMERICA CORP /DE | 71,098 | $$314K | +7,158 | +11.2% | 13Q | SEC ↗ |
| 31 | Quantinno Capital Management LP | 66,530 | $$293K | -50,718 | -43.3% | 8Q | SEC ↗ |
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 63,645 | $$281K | +32,566 | +104.8% | 2Q | SEC ↗ |
| 33 | Engineers Gate Manager LP | 63,003 | $$278K | +48,332 | +329.4% | 2Q | SEC ↗ |
| 34 | Nuveen, LLC | 61,999 | $$273K | — | +0.0% | 5Q | SEC ↗ |
| 35 | Graham Capital Management, L.P. | 61,868 | $$273K | +33,978 | +121.8% | 4Q | SEC ↗ |
| 36 | JANE STREET GROUP, LLC | 61,663 | $$272K | -20,293 | -24.8% | 5Q | SEC ↗ |
| 37 | Invesco Ltd. | 60,313 | $$266K | +2,279 | +3.9% | 12Q | SEC ↗ |
| 38 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 55,300 | $$244K | — | +0.0% | 13Q | SEC ↗ |
| 39 | Advisor OS, LLC NEW | 52,356 | $$231K | — | +0.0% | 1Q | SEC ↗ |
| 40 | TRUIST FINANCIAL CORP | 49,788 | $$220K | — | +0.0% | 7Q | SEC ↗ |
| 41 | Ellevest, Inc. | 48,933 | $$216K | +18,333 | +59.9% | 8Q | SEC ↗ |
| 42 | GSA CAPITAL PARTNERS LLP | 44,502 | $$196K | +13,906 | +45.5% | 2Q | SEC ↗ |
| 43 | VICTORY CAPITAL MANAGEMENT INC | 37,474 | $$165K | — | +0.0% | 12Q | SEC ↗ |
| 44 | Schonfeld Strategic Advisors LLC | 34,784 | $$153K | -39,025 | -52.9% | 2Q | SEC ↗ |
| 45 | AQR CAPITAL MANAGEMENT LLC | 33,526 | $$148K | +21,232 | +172.7% | 5Q | SEC ↗ |
| 46 | COMERICA BANK | 33,503 | $$148K | +26,595 | +385.0% | 3Q | SEC ↗ |
| 47 | Odyssean, LLC NEW | 31,931 | $$141K | — | +0.0% | 1Q | SEC ↗ |
| 48 | DEUTSCHE BANK AG | 29,271 | $$129K | -1,574 | -5.1% | 12Q | SEC ↗ |
| 49 | TWO SIGMA INVESTMENTS, LP NEW | 28,635 | $$126K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Vanguard Personalized Indexing Managem NEW | 27,831 | $$123K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 2,495,468 | $$11M |
| CITADEL ADVISORS LLC | 271,003 | $$1M |
| VANGUARD FIDUCIARY TRUST CO | 208,628 | $$920K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 187,315 | $$826K |
| Advisor OS, LLC | 52,356 | $$231K |
| Odyssean, LLC | 31,931 | $$141K |
| TWO SIGMA INVESTMENTS, LP | 28,635 | $$126K |
| Vanguard Personalized Indexing Mana | 27,831 | $$123K |
| Jackson Hole Capital Partners, LLC | 27,489 | $$121K |
| Sowell Financial Services LLC | 19,538 | $$86K |
| OCCUDO QUANTITATIVE STRATEGIES LP | 18,405 | $$81K |
| ARROWSTREET CAPITAL, LIMITED PARTNE | 16,477 | $$73K |
| Summit Trail Advisors, LLC | 15,504 | $$68K |
| XTX Topco Ltd | 14,663 | $$65K |
| Focus Partners Wealth | 13,938 | $$61K |
| ZIONS BANCORPORATION, NATIONAL ASSO | 12,891 | $$57K |
| Kathmere Capital Management, LLC | 11,161 | $$49K |
| Vanguard Global Advisers, LLC | 11,151 | $$49K |
| SHERBROOKE PARK ADVISERS LLC | 10,093 | $$45K |
| Equitable Holdings, Inc. | 10,000 | $$44K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Ranger Investment Management, L.P. | 943,820 | $$4M |
| River Road Asset Management, LLC | 537,375 | $$2M |
| Arete Wealth Advisors, LLC | 52,998 | $$234K |
| CONNORS INVESTOR SERVICES INC | 42,036 | $$185K |
| CERTIOR FINANCIAL GROUP, LLC | 30,869 | $$136K |
| Cerity Partners LLC | 29,042 | $$128K |
| Prosperity Consulting Group, LLC | 23,240 | $$102K |
| ALGERT GLOBAL LLC | 22,168 | $$98K |
| HRT FINANCIAL LP | 21,977 | $$97K |
| Dynamic Technology Lab Private Ltd | 19,784 | $$87K |
| MetLife Investment Management, LLC | 17,439 | $$77K |
| Squarepoint Ops LLC | 15,623 | $$69K |
| Campbell & CO Investment Adviser LL | 15,492 | $$68K |
| Interchange Capital Partners, LLC | 14,010 | $$62K |
| INTECH INVESTMENT MANAGEMENT LLC | 13,261 | $$58K |
| Regent Peak Wealth Advisors LLC | 11,822 | $$52K |
| FRANKLIN RESOURCES INC | 10,963 | $$48K |
| Inscription Capital, LLC | 10,704 | $$47K |
| Metis Global Partners, LLC | 10,193 | $$45K |
| StoneX Group Inc. | 10,123 | $$45K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | +258,805 | +33.6% | 1,029,498 |
| WealthTrust Axiom LLC | +166,624 | +9.4% | 1,948,657 |
| CWA Asset Management Group, LLC | +162,130 | +29.6% | 709,287 |
| AMERICAN CENTURY COMPANIES INC | +63,461 | +6.2% | 1,084,339 |
| Point72 Asset Management, L.P. | +61,374 | +57.7% | 167,761 |
| UBS Group AG | +53,919 | +37.3% | 198,513 |
| Engineers Gate Manager LP | +48,332 | +329.4% | 63,003 |
| Graham Capital Management, L.P. | +33,978 | +121.8% | 61,868 |
| DIMENSIONAL FUND ADVISORS LP | +32,641 | +2.3% | 1,453,218 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +32,566 | +104.8% | 63,645 |
| VANGUARD GROUP INC | +28,306 | +1.8% | 1,629,128 |
| COMERICA BANK | +26,595 | +385.0% | 33,503 |
| GEODE CAPITAL MANAGEMENT, LLC | +21,662 | +2.9% | 778,365 |
| AQR CAPITAL MANAGEMENT LLC | +21,232 | +172.7% | 33,526 |
| MORGAN STANLEY | +18,897 | +2.9% | 659,963 |
| Ellevest, Inc. | +18,333 | +59.9% | 48,933 |
| Castleview Partners, LLC | +17,000 | +21.7% | 95,300 |
| GOLDMAN SACHS GROUP INC | +14,490 | +5.3% | 285,636 |
| GSA CAPITAL PARTNERS LLP | +13,906 | +45.5% | 44,502 |
| PRICE T ROWE ASSOCIATES INC /MD | +7,924 | +51.9% | 23,204 |