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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.6K+ 25.44% |
$27.7K - $38K
|
12.8K
$169K
|
|
|
Oct 10, 2024
Q3 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
74.1KNew |
$788K - $1.08M
|
74.1K
$978K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-4.57K- 1.8% |
$44.6K - $52.1K
|
249K
$3.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.26K+ 4.14% |
$12.3K - $14.4K
|
31.7K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32New |
$313 - $365
|
32
$422
|
|
|
Aug 14, 2024
Q2 2024
|
Fourthstone LLC
St Louis, MO |
SELL
|
- |
-1.24K- 1.67% |
$12.1K - $14.1K
|
72.9K
$963K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3.29K- 2.21% |
$32.2K - $37.5K
|
146K
$1.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Banc Funds CO LLC
Chicago, IL |
SELL
|
- |
-7.07K- 10.33% |
$69.1K - $80.7K
|
61.4K
$810K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
327+ 3.63% |
$3.2K - $3.73K
|
9.34K
$123K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-215- 22.97% |
$2.1K - $2.46K
|
721
$9.52K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-30- 0.47% |
$293 - $343
|
6.34K
$83.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
2.57K+ 6.65% |
$25.2K - $29.4K
|
41.2K
$544K
|
|
|
Aug 09, 2024
Q2 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
8.56K+ 46.76% |
$83.7K - $97.7K
|
26.9K
$354K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.26K+ 7.22% |
$12.3K - $14.4K
|
18.7K
$247K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
15New |
$147 - $171
|
15
$198
|
|
|
Jul 24, 2024
Q2 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-1.39K- 9.87% |
$13.6K - $15.9K
|
12.7K
$168K
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1- 0.06% |
$10.4 - $12.3
|
1.58K
$20.9K
|
|
|
May 13, 2024
Q1 2024
|
Bhz Capital Management, LP
San Jose, CA |
SELL
|
- |
-8.69K- 39.59% |
$90K - $106K
|
13.3K
$175K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
613New |
$6.35K - $7.51K
|
613
$8.09K
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
47.9K+ 33.1% |
$496K - $587K
|
193K
$2.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
38KNew |
$393K - $465K
|
38K
$501K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Maltese Capital Management LLC
New York, NY |
SELL
|
- |
-55.1K- 64.19% |
$502K - $614K
|
30.8K
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
600+ 2.76% |
$5.46K - $6.68K
|
22.3K
$295K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
94+ 940.0% |
$818 - $1.03K
|
104
$1.37K
|
|
|
Aug 07, 2023
Q2 2023
|
Salzhauer Michael
|
SELL
|
- |
-21.1K- 52.68% |
$184K - $233K
|
19K
$251K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
13.8KNew |
$120K - $151K
|
13.8K
$182K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
550New |
$5.78K - $7.26K
|
550
$7.26K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
253New |
$2.66K - $3.34K
|
253
$3.34K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
182+ 100.0% |
$1.91K - $2.4K
|
364
$4.8K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-48K- 57.85% |
$505K - $634K
|
35K
$462K
|
|
| Q4 2022 | |||||||
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.4KNew |
$47K - $55.9K
|
4.4K
$58.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.4KNew |
$111K - $132K
|
10.4K
$137K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-821- 50.0% |
$8.77K - $10.4K
|
821
$10.8K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
BUY
|
- |
2.5K+ 1.09% |
$29.9K - $34.9K
|
232K
$3.06M
|
|
| 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
$3M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
110New |
$1.35K - $1.67K
|
110
$1.45K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
338New |
$4.14K - $5.14K
|
338
$4.46K
|
|
|
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
$182K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Raffles Associates LP
New York, NY |
BUY
|
- |
20KNew |
$293K - $330K
|
20K
$264K
|
|
| 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
|
|
|
Aug 11, 2021
Q2 2021
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
193+ 9.92% |
$2.5K - $3.51K
|
2.14K
$28.2K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-15.8KClosed |
$125K - $156K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-720Closed |
$5.7K - $7.1K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-250Closed |
$1.88K - $3.67K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 10, 2020
Q4 2019
|
Barclays PLC
London, X0 |
SELL
|
- |
-107Closed |
$1.36K - $1.55K
|
0
$0
|
|