Institutional Ownership Bank Of The James Financial Group Inc (BOTJ)
This table provides information about the institutional ownership of Bank Of The James Financial Group Inc (BOTJ). We have compiled data on the 27 institutions that hold shares in the stock, with a total of 1.29 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
261,932
shares
|
$3.41 Million
0.76% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
231,980
shares
|
$3.02 Million
2.17% of portfolio
|
Q3 2022
Added 1.09%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
192,585
shares
|
$2.5 Million
0.0% of portfolio
|
Q1 2024
Added 33.1%
|
|
|
Fourthstone LLC
St Louis, MO |
Feb 13, 2025 Q4 2024 |
161,046
shares
|
$2.09 Million
0.81% of portfolio
|
Q4 2024
Added 72.95%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
144,684
shares
|
$1.88 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Jan 17, 2025 Q4 2024 |
72,360
shares
|
$940,680
0.13% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
38,316
shares
|
$498,108
0.0% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
33,598
shares
|
$436,774
0.01% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Feb 13, 2025 Q4 2024 |
28,466
shares
|
$370,058
0.0% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
22,311
shares
|
$290,043
0.0% of portfolio
|
Q3 2023
Added 2.76%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
20,598
shares
|
$267,774
0.0% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Salzhauer Michael
|
Feb 13, 2025 Q4 2024 |
18,990
shares
|
$246,870
0.11% of portfolio
|
Q2 2023
Reduced 52.68%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
13,769
shares
|
$178,997
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jan 29, 2025 Q4 2024 |
12,727
shares
|
$165,451
0.15% of portfolio
|
Q2 2024
Reduced 9.87%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
11,594
shares
|
$150,722
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
9,339
shares
|
$121,407
0.0% of portfolio
|
Q2 2024
Added 3.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
6,342
shares
|
$82,446
0.0% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
5,010
shares
|
$65,130
0.0% of portfolio
|
Q4 2024
Added 1008.41%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
2,200
shares
|
$28,600
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
2,139
shares
|
$27,807
0.0% of portfolio
|
Q2 2021
Added 9.92%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,585
shares
|
$20,605
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
347
shares
|
$4,511
0.0% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
300
shares
|
$3,900
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
259
shares
|
$3,367
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
32
shares
|
$416
0.0% of portfolio
|
Q4 2024
Reduced 28.89%
|