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Bank of the James Financial Group (BOTJ) Institutional Ownership

Bank of the James Financial Group logo
$13.90 -0.22 (-1.59%)
As of 11:13 AM Eastern
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Institutional Ownership Changes (13F Filings) for Bank of the James Financial Group (NASDAQ:BOTJ)

Current
Institutional Ownership
Percentage
18.50%
Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$3.96M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$649.22K
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BOTJ Institutional Buying and Selling by Quarter

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Bank of the James Financial Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025Bridgeway Capital Management LLC33,598$514K0.0%+2.9%0.735%
2/17/2025Captrust Financial Advisors144,684$2.22M0.0%-0.7%3.166%
2/14/2025Dimensional Fund Advisors LP28,466$436K0.0%+3.3%0.622%
2/13/2025Fourthstone LLC161,046$2.56M0.5%+72.9%3.524%
2/12/2025RFG Bristol Wealth Advisors LLC11,594$178K0.1%N/A0.254%
2/12/2025WealthTrak Capital Management LLC2,200$34K0.0%N/A0.048%
2/5/2025Pettyjohn Wood & White Inc.261,932$4.01M0.7%+2.5%5.732%
1/28/2025Empowered Funds LLC20,598$315K0.0%+4.9%0.451%
1/17/2025Inspire Investing LLC72,360$1.11M0.1%-2.3%1.583%
11/16/2024Geode Capital Management LLC38,400$528K0.0%-6.9%0.840%
11/15/2024Banc Funds Co. LLC23,029$316K0.0%-62.5%0.504%
11/14/2024Fourthstone LLC93,119$1.28M0.3%+27.7%2.038%
11/6/2024Empowered Funds LLC19,642$270K0.0%+5.0%0.430%
10/10/2024Inspire Investing LLC74,058$1.02M0.1%N/A1.619%
8/9/2024Dimensional Fund Advisors LP26,852$302K0.0%+46.8%0.587%
7/24/2024MontVue Capital Management Inc.12,727$143K0.1%-9.9%0.278%
5/10/2024Vanguard Group Inc.192,585$2.00M0.0%+33.1%4.210%
5/9/2024Pettyjohn Wood & White Inc.253,963$2.63M0.5%+29.5%5.551%
5/7/2024Empowered Funds LLC17,444$181K0.0%+7.6%0.382%
5/3/2024MontVue Capital Management Inc.14,120$146K0.1%-14.9%0.309%
2/15/2024Pettyjohn Wood & White Inc.196,107$2.36M0.5%-1.1%4.291%
2/15/2024BHZ Capital Management LP21,941$268K0.1%N/A0.480%
1/31/2024MontVue Capital Management Inc.16,597$203K0.2%N/A0.363%
8/11/2023Banc Funds Co. LLC105,086$956K0.1%-27.8%2.297%
8/8/2023Salzhauer Michael18,990$173K0.2%-52.7%0.416%
8/2/2023Fourthstone LLC18,435$168K0.0%N/A0.403%
7/27/2023EA Series Trust13,769$128K0.0%N/A0.301%
5/15/2023Maltese Capital Management LLC85,884$903K0.3%-29.7%1.877%
5/3/2023Krilogy Financial LLC35,000$368K0.0%-57.9%0.766%
4/25/2023Pettyjohn Wood & White Inc.188,149$1.98M0.5%+1.6%4.117%
2/13/2023BHZ Capital Management LP44,572$531K0.2%+35.8%0.963%
2/13/2023Banc Funds Co. LLC189,470$2.26M0.2%-2.5%4.092%
2/2/2023Pettyjohn Wood & White Inc.185,123$2.28M0.6%+3.7%3.998%
10/25/2022Eidelman Virant Capital231,980$2.96M2.2%+1.1%4.929%
8/15/2022Basswood Capital Management L.L.C.227,043$2.95M0.2%-24.6%4.789%
8/12/2022Banc Funds Co. LLC168,741$2.19M0.2%-12.2%3.560%
7/19/2022Eidelman Virant Capital229,480$2.87M2.1%-1.9%4.841%
5/11/2022Banc Funds Co. LLC192,296$2.86M0.2%-1.4%4.056%
5/11/2022BHZ Capital Management LP30,842$459K0.2%+2.6%0.651%
4/22/2022Truist Financial Corp14,060$210K0.0%-15.4%0.297%
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4/22/2022Pettyjohn Wood & White Inc.179,147$2.62M0.6%+1.7%3.779%
4/12/2022Eidelman Virant Capital233,880$3.48M1.9%-5.3%4.934%
2/1/2022Eidelman Virant Capital246,848$3.81M1.4%+6.0%5.208%
11/16/2021Captrust Financial Advisors94,831$1.38M0.0%+10.0%2.000%
11/12/2021Banc Funds Co. LLC208,844$3.01M0.2%-10.5%4.405%
11/5/2021Truist Financial Corp22,584$326K0.0%+9.8%0.476%
11/4/2021BHZ Capital Management LP29,758$429K0.1%+15.0%0.628%
10/8/2021Eidelman Virant Capital232,873$3.36M1.3%+14.7%4.912%
8/17/2021Basswood Capital Management L.L.C.317,110$5.07M0.2%-22.4%6.666%
8/13/2021Renaissance Technologies LLC13,080$209K0.0%+25.8%0.275%
8/13/2021Vanguard Group Inc.104,030$1.66M0.0%+729.1%2.187%
8/12/2021Dimensional Fund Advisors LP12,591$201K0.0%+17.7%0.265%
8/12/2021Banc Funds Co. LLC233,341$3.73M0.3%+8.1%4.905%
8/3/2021Pettyjohn Wood & White Inc.175,855$2.81M0.6%+10.0%3.694%
7/31/2021Eidelman Virant Capital203,057$3.23M1.2%-3.5%4.266%
5/13/2021Renaissance Technologies LLC10,400$147K0.0%N/A0.240%
5/12/2021Salzhauer Michael36,484$521K0.3%+8.0%0.844%
5/10/2021Pettyjohn Wood & White Inc.159,868$2.27M0.5%-1.5%3.696%
4/30/2021Wealthcare Advisory Partners LLC2,289$32K0.0%N/A0.053%
(Data available from 1/1/2016 forward)

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BOTJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BOTJ shares?

During the previous two years, 18 institutional investors and hedge funds held shares of Bank of the James Financial Group. The most heavily invested institutionals were Pettyjohn Wood & White Inc. ($4.01M), Fourthstone LLC ($2.56M), Captrust Financial Advisors ($2.22M), Vanguard Group Inc. ($2.00M), Inspire Investing LLC ($1.11M), Maltese Capital Management LLC ($903K), and Geode Capital Management LLC ($528K).Learn more on BOTJ's institutional investors.

What percentage of Bank of the James Financial Group stock is owned by institutional investors?

18.50% of Bank of the James Financial Group stock is owned by institutional investors. Learn more on BOTJ's institutional investor holdings.

Which institutional investors have been buying Bank of the James Financial Group stock?

Of the 12 institutional investors that purchased Bank of the James Financial Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fourthstone LLC ($106.55K), Inspire Investing LLC ($74.06K), Pettyjohn Wood & White Inc. ($67.25K), Vanguard Group Inc. ($47.90K), BHZ Capital Management LP ($21.94K), MontVue Capital Management Inc. ($16.60K), and EA Series Trust ($13.77K).

How much institutional buying is happening at Bank of the James Financial Group?

Institutional investors have bought a total of 375,394 shares in the last 24 months. This purchase volume represents approximately $4.76M in transactions.

Which Bank of the James Financial Group major shareholders have been selling company stock?

Of the 9 institutional investors that sold Bank of the James Financial Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Banc Funds Co. LLC ($78.81K), Krilogy Financial LLC ($48.04K), Maltese Capital Management LLC ($36.23K), Salzhauer Michael ($21.14K), MontVue Capital Management Inc. ($3.87K), Geode Capital Management LLC ($2.84K), and Pettyjohn Wood & White Inc. ($2.24K).

How much institutional selling is happening at Bank of the James Financial Group?

Institutional investors have sold a total of 195,815 shares in the last 24 months. This volume of shares sold represents approximately $2.13M in transactions.



This page (NASDAQ:BOTJ) was last updated on 4/8/2025 by MarketBeat.com Staff
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