Purchases and Sales Made in Q4 2024 in 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) during Q4 2024. The information is specifically focused on institutions that hold shares of BANK OF THE JAMES FINANCIAL GROUP INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History | 
|---|---|---|---|---|---|---|---|
| 
                  Feb 13, 2025
                  Q4 2024
                 | 
      Fourthstone LLC
       St Louis, MO | BUY | - | 67.9K+ 72.95% |                   
                  $856K - $1.12M
                 |                   
                161K
                $2.54M
               | |
| 
                  Feb 12, 2025
                  Q4 2024
                 | 
      Rfg  Bristol Wealth Advisors, LLC
       Taunton, MA | BUY | - | 11.6KNew |                   
                  $146K - $191K
                 |                   
                11.6K
                $183K
               | |
| 
                  Feb 05, 2025
                  Q4 2024
                 | 
      Pettyjohn, Wood & White, Inc
       Lynchburg, VA | BUY | - | 6.36K+ 2.49% |                   
                  $80.2K - $105K
                 |                   
                262K
                $4.13M
               | |
| 
                  Feb 07, 2025
                  Q4 2024
                 | 
      Advisor Group Holdings, Inc.
       Phoenix, AZ | BUY | - | 4.56K+ 1008.41% |                   
                  $57.4K - $75.2K
                 |                   
                5.01K
                $78.9K
               | |
| 
                  Feb 12, 2025
                  Q4 2024
                 | 
      Wealth Trak Capital Management LLC
       Virginia Beach, VA | BUY | - | 2.2KNew |                   
                  $27.7K - $36.3K
                 |                   
                2.2K
                $34.7K
               | |
| 
                  Feb 14, 2025
                  Q4 2024
                 | 
      Bridgeway Capital Management, LLC
       Houston, TX | BUY | - | 956+ 2.93% |                   
                  $12K - $15.8K
                 |                   
                33.6K
                $529K
               | |
| 
                  Jan 28, 2025
                  Q4 2024
                 | 
      Empowered Funds, LLC
      
   | BUY | - | 956+ 4.87% |                   
                  $12K - $15.8K
                 |                   
                20.6K
                $324K
               | |
| 
                  Feb 13, 2025
                  Q4 2024
                 | 
      Dimensional Fund Advisors LP
       Austin, TX | BUY | - | 911+ 3.31% |                   
                  $11.5K - $15K
                 |                   
                28.5K
                $448K
               | |
| 
                  Feb 11, 2025
                  Q4 2024
                 | 
      Northwestern Mutual Wealth Management CO
      
   | BUY | - | 259New |                   
                  $3.26K - $4.27K
                 |                   
                259
                $4.08K
               | |
| 
                  Feb 13, 2025
                  Q4 2024
                 | 
      Tower Research Capital LLC (Trc)
       New York, NY | BUY | - | 4+ 1.17% |                   
                  $50.4 - $66
                 |                   
                347
                $5.47K
               | |
| 
                  Feb 05, 2025
                  Q4 2024
                 | 
      Sbi Securities Co., Ltd.
       Tokyo, M0 | BUY | - | 1New |                   
                  $12.6 - $16.5
                 |                   
                1
                $15.8
               | |
| 
                  Feb 13, 2025
                  Q4 2024
                 | 
      Concourse Financial Group Securities, Inc.
       Birmingham, AL | BUY | - | 0New |                   
                  $0 - $0
                 |                   
                0
                $0
               | |
| 
                  Feb 14, 2025
                  Q4 2024
                 | 
      Bank Of America Corp 
       Charlotte, NC | SELL | - | -13- 28.89% |                   
                  $164 - $214
                 |                   
                32
                $504
               | |
| 
                  Feb 12, 2025
                  Q4 2024
                 | 
      Geode Capital Management, LLC
       Boston, MA | SELL | - | -84- 0.22% |                   
                  $1.06K - $1.39K
                 |                   
                38.3K
                $603K
               | |
| 
                  Feb 14, 2025
                  Q4 2024
                 | 
      Captrust Financial Advisors
       Raleigh, NC | SELL | - | -949- 0.65% |                   
                  $12K - $15.6K
                 |                   
                145K
                $2.28M
               | |
| 
                  Jan 17, 2025
                  Q4 2024
                 | 
      Inspire Investing, LLC
       Meridian, ID | SELL | - | -1.7K- 2.29% |                   
                  $21.4K - $28K
                 |                   
                72.4K
                $1.14M
               | |
| 
                  Jun 06, 2025
                  Q4 2024
                 | 
      Advisor Group Holdings, Inc.
       Phoenix, AZ | SELL | - | -5.09K- 50.37% |                   
                  $64.1K - $83.9K
                 |                   
                5.01K
                $78.9K
               |