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EPM - Evolution Petroleum Corp Stock Price, Fair Value and News
5.47
USD
+0.25
(+4.79%)
Market Closed
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EPM
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Funds-Owners-Holders
Which funds bought or sold EPM recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-05-13
RENAISSANCE TECHNOLOGIES LLC
REDUCED
Premium
Premium
Premium
Premium
1,256,800
2024-05-13
AMERICAN INTERNATIONAL GROUP, INC.
REDUCED
Premium
Premium
Premium
Premium
15,297
2024-05-13
Ameritas Investment Partners, Inc.
UNCHANGED
Premium
Premium
Premium
Premium
2,605
2024-05-13
BARD ASSOCIATES INC
REDUCED
Premium
Premium
Premium
Premium
234,217
2024-05-13
FIRST TRUST ADVISORS LP
ADDED
Premium
Premium
Premium
Premium
84,421
2024-05-13
GEODE CAPITAL MANAGEMENT, LLC
REDUCED
Premium
Premium
Premium
Premium
679,894
2024-05-13
O'SHAUGHNESSY ASSET MANAGEMENT, LLC
ADDED
Premium
Premium
Premium
Premium
69,315
2024-05-13
Nuveen Asset Management, LLC
UNCHANGED
Premium
Premium
Premium
Premium
61,211
2024-05-13
UBS Group AG
REDUCED
Premium
Premium
Premium
Premium
50,134
2024-05-13
Ellevest, Inc.
NEW
Premium
Premium
Premium
Premium
36,171
2024-05-13
Ethic Inc.
ADDED
Premium
Premium
Premium
Premium
99,549
2024-05-13
FMR LLC
REDUCED
Premium
Premium
Premium
Premium
7,511
2024-05-13
STRS OHIO
REDUCED
Premium
Premium
Premium
Premium
56,700
2024-05-13
Brandywine Global Investment Management, LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-05-10
JPMORGAN CHASE & CO
ADDED
Premium
Premium
Premium
Premium
33,474
2024-05-10
VANGUARD GROUP INC
ADDED
Premium
Premium
Premium
Premium
1,611,600
2024-05-10
CORNERCAP INVESTMENT COUNSEL INC
UNCHANGED
Premium
Premium
Premium
Premium
162,468
2024-05-10
CIBC Private Wealth Group, LLC
NEW
Premium
Premium
Premium
Premium
250
2024-05-10
Campbell & CO Investment Adviser LLC
ADDED
Premium
Premium
Premium
Premium
63,308
2024-05-10
BlackRock Inc.
REDUCED
Premium
Premium
Premium
Premium
2,645,290
2024-05-10
LPL Financial LLC
REDUCED
Premium
Premium
Premium
Premium
11,274
2024-05-10
WealthTrust Axiom LLC
REDUCED
Premium
Premium
Premium
Premium
1,662,370
2024-05-10
OSAIC HOLDINGS, INC.
ADDED
Premium
Premium
Premium
Premium
206,216
2024-05-10
Covestor Ltd
NEW
Premium
Premium
Premium
Premium
125
2024-05-10
DIMENSIONAL FUND ADVISORS LP
ADDED
Premium
Premium
Premium
Premium
1,331,100
Rows per page:
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1–25 of 135
Which funds are the top buyers of EPM?
Fund Name
# Shares
$ Value
% Port.
BlackRock Inc.
2,645,290
16,242,100
-
WealthTrust Axiom LLC
1,662,370
10,206,900
3.29%
VANGUARD GROUP INC
1,611,600
9,895,260
-
DIMENSIONAL FUND ADVISORS LP
1,331,100
8,172,940
-
River Road Asset Management, LLC
1,258,100
7,724,760
0.10%
RENAISSANCE TECHNOLOGIES LLC
1,256,800
7,717,000
0.01%
Ranger Investment Management, L.P.
974,270
5,660,510
0.34%
North Star Investment Management Corp.
769,369
4,723,920
0.34%
Penn Mutual Asset Management, LLC
700,053
4,067,310
3.14%
GEODE CAPITAL MANAGEMENT, LLC
679,894
4,175,030
-
Rows per page:
10
1–10 of 91
Which funds have put a big percent of portfolio in EPM?
Fund Name
$ Value
% Port.
WealthTrust Axiom LLC
10,206,900
3.29%
Penn Mutual Asset Management, LLC
4,067,310
3.14%
Register Financial Advisors LLC
1,697,120
0.88%
PERRITT CAPITAL MANAGEMENT INC
1,025,640
0.57%
BARD ASSOCIATES INC
1,438,090
0.52%
Ranger Investment Management, L.P.
5,660,510
0.34%
North Star Investment Management Corp.
4,723,920
0.34%
BMS Financial Advisors, LLC
282,601
0.18%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
3,043,360
0.18%
CORNERCAP INVESTMENT COUNSEL INC
997,554
0.15%
Rows per page:
10
1–10 of 91
Trend of No. of funds that hold EPM
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
AVIVA PLC
598,337
Prosperity Consulting Group, LLC
328,066
BMS Financial Advisors, LLC
282,601
Ellevest, Inc.
222,090
Arete Wealth Advisors, LLC
156,521
Moors & Cabot, Inc.
101,580
PRINCIPAL FINANCIAL GROUP INC
95,243
Squarepoint Ops LLC
88,207
Additions
Fund Name
% Increased
BARCLAYS PLC
529
RAYMOND JAMES & ASSOCIATES
255
AQR CAPITAL MANAGEMENT LLC
254
Ethic Inc.
184
Royal Bank of Canada
163
Allspring Global Investments Holdings, LLC
154
BANK OF AMERICA CORP /DE/
117
CREATIVE FINANCIAL DESIGNS INC /ADV
100
Reductions
Fund Name
% Reduced
SIMPLEX TRADING, LLC
-92.63
AMALGAMATED BANK
-76.18
CWM, LLC
-71.99
SUSQUEHANNA INTERNATIONAL GROUP, LLP
-67.44
CITIGROUP INC
-57.32
GAMMA Investing LLC
-57.14
JANE STREET GROUP, LLC
-56.99
TWO SIGMA INVESTMENTS, LP
-52.52
Sold off
Fund Name
$ Sold
FRIESS ASSOCIATES LLC
-2,478,000
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
-2,080,000
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
-2,080,000
Foundry Partners, LLC
-1,132,200
ALGERT GLOBAL LLC
-546,000
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM
-421,312
NAVELLIER & ASSOCIATES INC
-328,730
SEIZERT CAPITAL PARTNERS, LLC
-173,155