Latest Institutional Purchases of Bank Of The James Financial Group Inc (BOTJ)
This list provides information on the latest institutional transactions involving Bank Of The James Financial Group Inc (BOTJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
16.3K+ 10.14% |
$191K - $251K
|
177K
$2.47M
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
12.4KNew |
$145K - $191K
|
12.4K
$173K
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
11.5KNew |
$135K - $176K
|
11.5K
$160K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.04KNew |
$35.6K - $46.6K
|
3.04K
$42.2K
|
|
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
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.61K+ 4.8% |
$18.9K - $24.8K
|
35.2K
$489K
|
|
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
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
1.54K+ 5.4% |
$18K - $23.6K
|
30K
$417K
|
|
Apr 28, 2025
Q1 2025
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
300+ 2.36% |
$3.52K - $4.61K
|
13K
$181K
|
|
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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.02% |
$11.7 - $15.4
|
6.34K
$88.2K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 100.0% |
$11.7 - $15.4
|
2
$27.8
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
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
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.6K+ 25.44% |
$27.7K - $38K
|
12.8K
$178K
|
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.06% |
$10.6 - $14.6
|
1.59K
$22K
|
|
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 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
|
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
|
|
Q4 2022 | |||||||
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.4KNew |
$47K - $55.9K
|
4.4K
$61.2K
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
BUY
|
- |
2.5K+ 1.09% |
$29.9K - $34.9K
|
232K
$3.22M
|
|
Q2 2022 | |||||||
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
338New |
$4.14K - $5.14K
|
338
$4.7K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Raffles Associates LP
New York, NY |
BUY
|
- |
20KNew |
$293K - $330K
|
20K
$278K
|
|
Q2 2021 | |||||||
Aug 11, 2021
Q2 2021
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
193+ 9.92% |
$2.5K - $3.51K
|
2.14K
$29.7K
|