Bank of the James Financial Group (BOTJ) Institutional Ownership $13.90 -0.22 (-1.59%) As of 11:13 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Bank of the James Financial Group (NASDAQ:BOTJ)CurrentInstitutional OwnershipPercentage18.50%Number ofInstitutional Buyers(last 12 months)9TotalInstitutional Inflows(last 12 months)$3.96MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$649.22K Get BOTJ Insider Trade Alerts Want to know when executives and insiders are buying or selling Bank of the James Financial Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data BOTJ Institutional Buying and Selling by Quarter Remove Ads Bank of the James Financial Group Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/17/2025Bridgeway 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% Get the Latest News and Ratings for BOTJ and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Bank of the James Financial Group and its competitors with MarketBeat's FREE daily newsletter. 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% **Breaking NEWS* This Company Starts To Rally As it Reduces $20 Million in Debt (Ad)**Breaking NEWS* This Company Starts To Rally As it Reduces $20 Million in Debt Discover why Notable Names like Cisco, Hewlett Packard and New York Life are Choosing to Do Business with this Growing Marketing Tech CompanySee how This NASDAQ Company is aiming to lead the AI movement while building shareholder value.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)Remove Ads 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. Related Companies SFST Major Shareholders PCB Major Shareholders OBT Major Shareholders COFS Major Shareholders ONIT Major Shareholders PLBC Major Shareholders LNKB Major Shareholders TSBK Major Shareholders FRST Major Shareholders FDBC Major Shareholders This page (NASDAQ:BOTJ) was last updated on 4/8/2025 by MarketBeat.com Staff From Our PartnersElon’s 2025 Silver Crisis (What It Means for You)Silver isn't just a safe haven for your wealth—it's a critical resource in the global tech and energy race. 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