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 29 institutions that hold shares in the stock, with a total of 1.27 Million shares, which have been reported (via 13F filing form) to have a value of $18 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
257,046
shares
|
$3.65 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
231,980
shares
|
$3.29 Million
2.17% of portfolio
|
Q3 2022
Added 1.09%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
192,585
shares
|
$2.73 Million
0.0% of portfolio
|
Q1 2024
Added 33.1%
|
|
|
Fourthstone LLC
St Louis, MO |
May 13, 2025 Q1 2025 |
177,374
shares
|
$2.52 Million
1.21% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
143,477
shares
|
$2.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
39,892
shares
|
$566,067
0.0% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
35,211
shares
|
$499,644
0.01% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
30,003
shares
|
$425,742
0.0% of portfolio
|
Q1 2025
Added 5.4%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
22,311
shares
|
$316,593
0.0% of portfolio
|
Q3 2023
Added 2.76%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
22,211
shares
|
$315,174
0.0% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Salzhauer Michael
|
Apr 23, 2025 Q1 2025 |
18,690
shares
|
$265,211
0.11% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
13,769
shares
|
$195,382
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Apr 28, 2025 Q1 2025 |
13,027
shares
|
$184,853
0.15% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
12,413
shares
|
$176,140
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
11,477
shares
|
$162,858
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
11,063
shares
|
$156,983
0.05% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
10,095
shares
|
$143,248
0.0% of portfolio
|
Q4 2024
Reduced 50.37%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
9,339
shares
|
$132,520
0.0% of portfolio
|
Q2 2024
Added 3.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
6,343
shares
|
$90,007
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,037
shares
|
$43,095
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
2,200
shares
|
$31,218
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
May 21, 2025 Q1 2025 |
2,139
shares
|
$30,352
0.0% of portfolio
|
Q2 2021
Added 9.92%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,585
shares
|
$22,491
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
300
shares
|
$4,257
0.0% of portfolio
|
Q1 2025
Reduced 35.62%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
297
shares
|
$4,214
0.0% of portfolio
|
Q1 2025
Reduced 14.41%
|