Cary Street Partners Investment Advisory LLC Bank Of The James Financial Group Inc Transaction History

Cary Street Partners Investment Advisory LLC

$2.63 Billion
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$10.51 - $13.2 $1,912 - $2,402	182 Added 100.0%	364 $3,000
Q4 2022 Feb 14, 2023	BUY	$10.68 - $12.7 $1,943 - $2,311	182 New	182 $2,000

Others Institutions Holding BOTJ

# of Institutions

Shares Held

1.25M

Call Options Held

Put Options Held

Pettyjohn, Wood & White, Inc Lynchburg, VA

249K
Shares

$3.29 Million
0.55% of portfolio
Eidelman Virant Capital

232K
Shares

$3.06 Million
2.17% of portfolio
Vanguard Group Inc Valley Forge, PA

193K
Shares

$2.54 Million
0.0% of portfolio
Captrust Financial Advisors Raleigh, NC

146K
Shares

$1.92 Million
0.01% of portfolio
Inspire Investing, LLC Meridian, ID

74.1K
Shares

$977,565
0.11% of portfolio

View Full List

About BANK OF THE JAMES FINANCIAL GROUP INC

Ticker BOTJ
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 4,628,660
Market Cap $61.1M
Description
Bank of the James Financial Group, Inc. operates as the bank holding company for Bank of the James that provides general retail and commercial banking services to individuals, businesses, associations and organizations, and governmental authorities in Virginia, the Unites States. It offers checking, savings, individual retirement, and health car...

More about BOTJ

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