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 26 institutions that hold shares in the stock, with a total of 1.24 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
255,569
shares
|
$3.84 Million
0.65% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
231,980
shares
|
$3.48 Million
2.17% of portfolio
|
Q3 2022
Added 1.09%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
192,585
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2024
Added 33.1%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
145,633
shares
|
$2.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Fourthstone LLC
St Louis, MO |
Nov 13, 2024 Q3 2024 |
93,119
shares
|
$1.4 Million
0.5% of portfolio
|
Q3 2024
Added 27.69%
|
|
|
Inspire Investing, LLC
Meridian, ID |
Oct 10, 2024 Q3 2024 |
74,058
shares
|
$1.11 Million
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
38,400
shares
|
$576,768
0.0% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
32,642
shares
|
$490,282
0.01% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
27,555
shares
|
$413,876
0.0% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Banc Funds CO LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
23,029
shares
|
$345,895
0.05% of portfolio
|
Q3 2024
Reduced 62.48%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
22,311
shares
|
$335,111
0.0% of portfolio
|
Q3 2023
Added 2.76%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
19,642
shares
|
$295,022
0.0% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Salzhauer Michael
|
Nov 07, 2024 Q3 2024 |
18,990
shares
|
$285,229
0.13% of portfolio
|
Q2 2023
Reduced 52.68%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
13,769
shares
|
$206,810
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
12,828
shares
|
$192,676
0.0% of portfolio
|
Q3 2024
Added 25.44%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
12,727
shares
|
$191,159
0.13% of portfolio
|
Q2 2024
Reduced 9.87%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
9,339
shares
|
$140,271
0.0% of portfolio
|
Q2 2024
Added 3.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
6,342
shares
|
$95,256
0.0% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,139
shares
|
$32,127
0.0% of portfolio
|
Q2 2021
Added 9.92%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,585
shares
|
$23,806
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
582
shares
|
$8,741
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
452
shares
|
$6,789
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
343
shares
|
$5,151
0.0% of portfolio
|
Q3 2024
Reduced 52.43%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
300
shares
|
$4,506
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
45
shares
|
$675
0.0% of portfolio
|
Q3 2024
Added 40.63%
|