Bank of the James Financial Group (BOTJ) Institutional Ownership $15.41 -0.11 (-0.71%) Closing price 09/3/2025 04:00 PM EasternExtended Trading$15.44 +0.04 (+0.23%) As of 09/3/2025 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendEarningsHeadlinesInsider 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)$3.48MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$680.09K 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. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. Skip Chart & View Institutional Buying and Selling Data BOTJ Institutional Buying and Selling by Quarter Bank of the James Financial Group Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/14/2025 Raymond James Financial Inc.1,948$27K0.0%N/A0.043% 8/14/2025 Fourthstone LLC225,618$3.17M0.6%+27.2%0.000% 5/16/2025 Empowered Funds LLC22,211$328K0.0%+7.8%0.485% 5/8/2025 Pettyjohn Wood & White Inc.257,046$3.80M0.7%-1.9%5.612% 2/17/2025 Bridgeway Capital Management LLC33,598$514K0.0%+2.9%0.735% 2/17/2025 Captrust Financial Advisors144,684$2.22M0.0%-0.7%3.166% 2/14/2025 Dimensional Fund Advisors LP28,466$436K0.0%+3.3%0.622% 2/13/2025 Fourthstone LLC161,046$2.56M0.5%+72.9%3.524% 2/12/2025 RFG Bristol Wealth Advisors LLC11,594$178K0.1%N/A0.254% 2/12/2025 WealthTrak Capital Management LLC2,200$34K0.0%N/A0.048% 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. 2/5/2025 Pettyjohn Wood & White Inc.261,932$4.01M0.7%+2.5%5.732% 1/28/2025 Empowered Funds LLC20,598$315K0.0%+4.9%0.451% 1/17/2025 Inspire Investing LLC72,360$1.11M0.1%-2.3%1.583% 11/16/2024 Geode Capital Management LLC38,400$528K0.0%-6.9%0.840% 11/15/2024 Banc Funds Co. LLC23,029$316K0.0%-62.5%0.504% 11/14/2024 Fourthstone LLC93,119$1.28M0.3%+27.7%2.038% 11/6/2024 Empowered Funds LLC19,642$270K0.0%+5.0%0.430% 10/10/2024 Inspire Investing LLC74,058$1.02M0.1%N/A1.619% 8/9/2024 Dimensional Fund Advisors LP26,852$302K0.0%+46.8%0.587% 7/24/2024 MontVue Capital Management Inc.12,727$143K0.1%-9.9%0.278% 5/10/2024 Vanguard Group Inc.192,585$2.00M0.0%+33.1%4.210% 5/9/2024 Pettyjohn Wood & White Inc.253,963$2.63M0.5%+29.5%5.551% 5/7/2024 Empowered Funds LLC17,444$181K0.0%+7.6%0.382% 5/3/2024 MontVue Capital Management Inc.14,120$146K0.1%-14.9%0.309% 2/15/2024 Pettyjohn Wood & White Inc.196,107$2.36M0.5%-1.1%4.291% 2/15/2024BHZ Capital Management LP21,941$268K0.1%N/A0.480% 1/31/2024 MontVue Capital Management Inc.16,597$203K0.2%N/A0.363% 8/11/2023 Banc Funds Co. LLC105,086$956K0.1%-27.8%2.297% 8/8/2023 Salzhauer Michael18,990$173K0.2%-52.7%0.416% 8/2/2023 Fourthstone LLC18,435$168K0.0%N/A0.403% 7/27/2023EA Series Trust13,769$128K0.0%N/A0.301% 5/15/2023 Maltese Capital Management LLC85,884$903K0.3%-29.7%1.877% 5/3/2023 Krilogy Financial LLC35,000$368K0.0%-57.9%0.766% 4/25/2023 Pettyjohn 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% 2/13/2023 Banc Funds Co. LLC189,470$2.26M0.2%-2.5%4.092% 2/2/2023 Pettyjohn 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% 8/15/2022 Basswood Capital Management L.L.C.227,043$2.95M0.2%-24.6%4.789% 8/12/2022 Banc Funds Co. LLC168,741$2.19M0.2%-12.2%3.560% Trump’s betrayal exposed (Ad)Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma7/19/2022Eidelman Virant Capital229,480$2.87M2.1%-1.9%4.841% 5/11/2022 Banc Funds Co. LLC192,296$2.86M0.2%-1.4%4.056% 5/11/2022BHZ Capital Management LP30,842$459K0.2%+2.6%0.651% 4/22/2022 Truist Financial Corp14,060$210K0.0%-15.4%0.297% 4/22/2022 Pettyjohn 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% 11/16/2021 Captrust Financial Advisors94,831$1.38M0.0%+10.0%2.000% 11/12/2021 Banc Funds Co. LLC208,844$3.01M0.2%-10.5%4.405% 11/5/2021 Truist 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% 8/17/2021 Basswood Capital Management L.L.C.317,110$5.07M0.2%-22.4%6.666% 8/13/2021 Renaissance Technologies LLC13,080$209K0.0%+25.8%0.275% 8/13/2021 Vanguard Group Inc.104,030$1.66M0.0%+729.1%2.187% 8/12/2021 Dimensional Fund Advisors LP12,591$201K0.0%+17.7%0.265% 8/12/2021 Banc Funds Co. LLC233,341$3.73M0.3%+8.1%4.905% (Data available from 1/1/2016 forward) BOTJ Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of BOTJ shares? During the previous two years, 15 institutional investors and hedge funds held shares of Bank of the James Financial Group. The most heavily invested institutionals were Pettyjohn Wood & White Inc. ($3.80M), Fourthstone LLC ($3.17M), Captrust Financial Advisors ($2.22M), Vanguard Group Inc. ($2.00M), Inspire Investing LLC ($1.11M), Geode Capital Management LLC ($528K), and Bridgeway Capital Management LLC ($514K).Learn more on Bank of the James Financial Group's institutional investors. What percentage of Bank of the James Financial Group's stock is owned by institutional investors? 18.50% of Bank of the James Financial Group's 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's stock? Of the 12 institutional investors that purchased Bank of the James Financial Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fourthstone LLC ($136.36K), Inspire Investing LLC ($74.06K), Pettyjohn Wood & White Inc. ($64.22K), Vanguard Group Inc. ($47.90K), BHZ Capital Management LP ($21.94K), MontVue Capital Management Inc. ($16.60K), and RFG Bristol Wealth Advisors LLC ($11.59K). How much institutional buying is happening at Bank of the James Financial Group? Institutional investors have bought a total of 237,899 shares in the last 24 months. This purchase volume represents approximately $3.48M in transactions. Which of Bank of the James Financial Group's major shareholders have been selling company stock? The following institutional investors have sold Bank of the James Financial Group stock in the last 24 months: Banc Funds Co. LLC ($38.35K), Pettyjohn Wood & White Inc. ($4.89K), Geode Capital Management LLC ($2.84K), Inspire Investing LLC ($1.70K), and Captrust Financial Advisors ($949.00). How much institutional selling is happening at Bank of the James Financial Group? Institutional investors have sold a total of 48,717 shares in the last 24 months. This volume of shares sold represents approximately $680.09K in transactions. Related Companies DCOMP Major Shareholders EFSCP Major Shareholders FRBA Major Shareholders GCBC Major Shareholders HBANP Major Shareholders HBANL Major Shareholders NTRSO Major Shareholders PNFPP Major Shareholders This page (NASDAQ:BOTJ) was last updated on 9/4/2025 by MarketBeat.com Staff From Our PartnersCrypto Income (almost instantly)How would you like to collect a small percentage of the $4 billion changing hands daily in the crypto market? ...Awesomely, LLC | SponsoredRetire Comfortably with These New Monthly Income ETFs?Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...Investors Alley | SponsoredWhat's the Best Way to Lower RMD Taxes?Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain r...SmartAsset | SponsoredTrump set to Boost Social Security Checks by 400%?If you're collecting or planning to collect social security... You should see this presentation about Presi...InvestorPlace | SponsoredThe End of Elon Musk…?The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...Brownstone Research | SponsoredMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredThis Massive Market is Ripe for Disruption by this NasdaqFanatics Hit $31B. This Nasdaq Company Is Building the Next Wave Fanatics built a merch empire by owning th...i2i Marketing Group, LLC | SponsoredEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Bank of the James Financial Group, Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Share Bank of the James Financial Group With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Free BOTJ Stock Alerts