Latest Institutional Transactions on Bank Of The James Financial Group Inc (BOTJ)
This table provides information on the latest institutional transactions involving Bank Of The James Financial Group Inc (BOTJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-166- 35.62% |
$1.95K - $2.55K
|
300
$4.17K
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.61K+ 7.83% |
$18.9K - $24.8K
|
22.2K
$309K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9New |
$105 - $138
|
9
$125
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1+ 3.13% |
$11.7 - $15.4
|
33
$459
|
|
|
May 15, 2025
Q1 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.61K+ 4.8% |
$18.9K - $24.8K
|
35.2K
$489K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-50- 14.41% |
$586 - $768
|
297
$4.13K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.21K- 0.83% |
$14.1K - $18.5K
|
143K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.5KNew |
$135K - $176K
|
11.5K
$160K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
12.4KNew |
$145K - $191K
|
12.4K
$173K
|
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.58K+ 4.11% |
$18.5K - $24.2K
|
39.9K
$554K
|
|
|
May 13, 2025
Q1 2025
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
16.3K+ 10.14% |
$191K - $251K
|
177K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.04KNew |
$35.6K - $46.6K
|
3.04K
$42.2K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$11.7 - $15.4
|
6.34K
$88.2K
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.54K+ 5.4% |
$18K - $23.6K
|
30K
$417K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
SELL
|
- |
-531- 4.58% |
$6.22K - $8.15K
|
11.1K
$154K
|
|
|
May 08, 2025
Q1 2025
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-4.89K- 1.87% |
$57.3K - $75K
|
257K
$3.57M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 100.0% |
$11.7 - $15.4
|
2
$27.8
|
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
300+ 2.36% |
$3.52K - $4.61K
|
13K
$181K
|
|
|
Apr 23, 2025
Q1 2025
|
Salzhauer Michael
|
SELL
|
- |
-300- 1.58% |
$3.52K - $4.61K
|
18.7K
$260K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.09K- 50.37% |
$64.1K - $83.9K
|
5.01K
$69.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
2.2KNew |
$27.7K - $36.3K
|
2.2K
$30.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
259New |
$3.26K - $4.27K
|
259
$3.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-1.7K- 2.29% |
$21.4K - $28K
|
72.4K
$1.01M
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.06% |
$10.6 - $14.6
|
1.59K
$22K
|
|
|
Nov 14, 2024
Q3 2024
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-38.3K- 62.48% |
$408K - $560K
|
23K
$320K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.6K+ 25.44% |
$27.7K - $38K
|
12.8K
$178K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
327+ 3.63% |
$3.2K - $3.73K
|
9.34K
$130K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
15New |
$147 - $171
|
15
$209
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-8.69K- 39.59% |
$90K - $106K
|
13.3K
$184K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
47.9K+ 33.1% |
$496K - $587K
|
193K
$2.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38KNew |
$393K - $465K
|
38K
$528K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-55.1K- 64.19% |
$502K - $614K
|
30.8K
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
600+ 2.76% |
$5.46K - $6.68K
|
22.3K
$310K
|
|
| Q2 2023 | |||||||
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
13.8KNew |
$120K - $151K
|
13.8K
$191K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
550New |
$5.78K - $7.26K
|
550
$7.65K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
182+ 100.0% |
$1.91K - $2.4K
|
364
$5.06K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-48K- 57.85% |
$505K - $634K
|
35K
$487K
|
|
| Q4 2022 | |||||||
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.4KNew |
$47K - $55.9K
|
4.4K
$61.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-821- 50.0% |
$8.77K - $10.4K
|
821
$11.4K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
BUY
|
- |
2.5K+ 1.09% |
$29.9K - $34.9K
|
232K
$3.22M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Basswood Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-74.1K- 24.61% |
$908K - $1.13M
|
227K
$3.16M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
338New |
$4.14K - $5.14K
|
338
$4.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-35Closed |
$429 - $532
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-4.4KClosed |
$53.9K - $66.9K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-275- 1.96% |
$3.37K - $4.18K
|
13.8K
$192K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Raffles Associates LP
New York, NY |
BUY
|
- |
20KNew |
$293K - $330K
|
20K
$278K
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
River Oaks Capital LLC
Wayzata, MN |
SELL
|
- |
-30.8KClosed |
$434K - $509K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-196Closed |
$2.68K - $3.29K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.29KClosed |
$29.6K - $41.6K
|
0
$0
|
|