Evolution Petroleum Corporation Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 2.64 M | $13.82 M | 2.44% | 8.05% |
WEALTHTRUST AXIOM LLC | 02/13/2025 | 1.74 M | $9.09 M | 1.92% | 5.29% |
VANGUARD GROUP INC | 02/11/2025 | 1.59 M | $8.32 M | 0.31% | 4.86% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.51 M | $7.90 M | 6.31% | 4.62% |
RIVER ROAD ASSET MANAGEMENT, LLC | 02/07/2025 | 1.32 M | $6.92 M | 0.00% | 4.03% |
RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 1.10 M | $5.73 M | -2.29% | 3.35% |
RANGER INVESTMENT MANAGEMENT, L.P. | 02/13/2025 | 1.07 M | $5.59 M | -2.15% | 3.26% |
NORTH STAR INVESTMENT MANAGEMENT CORP. | 02/10/2025 | 833,264 | $4.36 M | 1.23% | 2.54% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 712,521 | $3.73 M | 0.37% | 2.18% |
STATE STREET CORP | 02/14/2025 | 689,684 | $3.61 M | 3.67% | 2.10% |
AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 629,696 | $3.29 M | 31.03% | 1.92% |
RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 546,878 | $2.86 M | -14.32% | 1.67% |
UBS GROUP AG | 02/14/2025 | 338,863 | $1.77 M | 988.72% | 1.04% |
REGISTER FINANCIAL ADVISORS LLC | 01/22/2025 | 289,902 | $1.52 M | 0.80% | 0.88% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 282,496 | $1.48 M | 100.00% | 0.86% |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 248,872 | $1.30 M | -38.20% | 0.76% |
CWA ASSET MANAGEMENT GROUP, LLC | 01/06/2025 | 234,562 | $1.23 M | 9.68% | 0.71% |
BARD ASSOCIATES INC | 02/06/2025 | 223,117 | $1.17 M | -4.49% | 0.68% |
PERRITT CAPITAL MANAGEMENT INC | 02/12/2025 | 197,801 | $1.03 M | -0.63% | 0.60% |
ETHIC INC. | 02/14/2025 | 127,263 | $665,585 | 27.84% | 0.39% |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 112,647 | $589,144 | 24.58% | 0.34% |
KINGS PATH PARTNERS LLC | 01/06/2025 | 107,430 | $561,859 | 0.00% | 0.33% |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 96,033 | $502,253 | -2.34% | 0.29% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 88,524 | $462,981 | 0.00% | 0.27% |
INVESCO LTD. | 02/13/2025 | 72,650 | $379,960 | 1.26% | 0.22% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 63,057 | $329,788 | 37.48% | 0.19% |
NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 61,211 | $320,134 | 0.00% | 0.19% |
PENN MUTUAL ASSET MANAGEMENT, LLC | 02/14/2025 | 60,168 | $314,679 | 0.00% | 0.18% |
ARETE WEALTH ADVISORS, LLC | 02/12/2025 | 53,212 | $279,000 | 40.50% | 0.16% |
DEUTSCHE BANK AG\ | 02/14/2025 | 52,092 | $272,441 | 99.53% | 0.16% |
BARCLAYS PLC | 02/13/2025 | 49,309 | $257,000 | 8.78% | 0.15% |
JPMORGAN CHASE & CO | 02/12/2025 | 48,336 | $252,797 | 240.13% | 0.15% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 46,600 | $243,718 | -47.23% | 0.14% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 46,339 | $242,353 | -59.86% | 0.14% |
CONNORS INVESTOR SERVICES INC | 02/14/2025 | 44,713 | $233,849 | -1.30% | 0.14% |
ANCORA ADVISORS, LLC | 02/14/2025 | 43,212 | $225,998 | -0.35% | 0.13% |
QUANTINNO CAPITAL MANAGEMENT LP | 02/14/2025 | 41,501 | $217,051 | -18.63% | 0.13% |
ELLEVEST, INC. | 02/14/2025 | 39,479 | $206,475 | -14.89% | 0.12% |
RHUMBLINE ADVISERS | 01/30/2025 | 39,365 | $205,870 | -4.04% | 0.12% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 38,300 | $200,309 | 21.20% | 0.12% |
PROSPERITY CONSULTING GROUP, LLC | 02/14/2025 | 36,020 | $188,384 | 54.05% | 0.11% |
VICTORY CAPITAL MANAGEMENT INC | 02/06/2025 | 33,451 | $174,949 | 166.39% | 0.10% |
CERITY PARTNERS LLC | 02/13/2025 | 32,634 | $170,743 | 30.93% | 0.10% |
NEW YORK STATE COMMON RETIREMENT FUND | 01/31/2025 | 31,462 | $165,000 | 0.00% | 0.10% |
ALGERT GLOBAL LLC | 02/14/2025 | 30,730 | $161,000 | 0.00% | 0.09% |
CAMPBELL & CO INVESTMENT ADVISER LLC | 02/10/2025 | 29,610 | $154,860 | 100.00% | 0.09% |
02/18/2025 | 29,027 | $151,811 | 100.00% | 0.09% | |
XTX TOPCO LTD | 02/13/2025 | 28,941 | $151,361 | 36.99% | 0.09% |
TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 28,211 | $147,544 | 100.00% | 0.09% |
MARSHALL WACE, LLP | 02/13/2025 | 27,249 | $142,512 | 100.00% | 0.08% |
Evolution Petroleum Corporation institutional Ownership - FAQ's
During the previous two years, 149 institutional investors and hedge funds held shares of Evolution Petroleum Corporation. The most heavily invested institutionals were:
BlackRock Funding, Inc. /DE: 2.64 M
WealthTrust Axiom LLC: 1.74 M
VANGUARD GROUP INC: 1.59 M
DIMENSIONAL FUND ADVISORS LP: 1.51 M
River Road Asset Management, LLC: 1.32 M
RENAISSANCE TECHNOLOGIES LLC: 1.1 M
58.71% of Evolution Petroleum Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 27.06 M shares in the last 24 months. This purchase volume represents approximately $143.71 M in transactions.