Recent Quarter Total Invested
$10.41 M
Recent Quarter Institutional Ownership Percentage
20.36%
Total Invested of Last Quarter
$10.05 M
Ownership Percentage of Last Quarter
21.27%
Bank of the James Financial Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PETTYJOHN, WOOD & WHITE, INC | 08/14/2024 | 249,398 | $2.81 M | -1.80% | 5.49% |
| VANGUARD GROUP INC | 08/13/2024 | 192,585 | $2.17 M | 0.00% | 4.24% |
| CAPTRUST FINANCIAL ADVISORS | 08/15/2024 | 145,776 | $1.64 M | -2.21% | 3.21% |
| FOURTHSTONE LLC | 08/14/2024 | 72,928 | $821,169 | -1.67% | 1.61% |
| BANC FUNDS CO LLC | 08/14/2024 | 61,375 | $691,083 | -10.33% | 1.35% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 41,238 | $464,459 | 6.65% | 0.91% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 31,704 | $356,987 | 4.14% | 0.70% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 26,852 | $302,353 | 46.76% | 0.59% |
| FIRST MANHATTAN CO. LLC. | 08/15/2024 | 22,311 | $251,222 | 0.00% | 0.49% |
| SALZHAUER MICHAEL | 08/09/2024 | 18,990 | $213,827 | 0.00% | 0.42% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 18,704 | $210,607 | 7.22% | 0.41% |
| MONTVUE CAPITAL MANAGEMENT, INC. | 07/24/2024 | 12,727 | $143,307 | -9.87% | 0.28% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 10,226 | $115,000 | 100.00% | 0.23% |
| BLACKROCK INC. | 08/13/2024 | 9,339 | $105,157 | 3.63% | 0.21% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 6,343 | $71,417 | -0.47% | 0.14% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 2,139 | $23,000 | 0.00% | 0.05% |
| MORGAN STANLEY | 10/17/2024 | 1,584 | $17,836 | 0.00% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 721 | $8,119 | -22.97% | 0.02% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 32 | $360 | 100.00% | 0.00% |
| INNEALTA CAPITAL, LLC | 07/29/2024 | 15 | $169 | 100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
Bank of the James Financial Group, Inc.institutional Ownership - Frequently Asked Questions
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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, Inc.. The most heavily invested institutionals were:
INNEALTA CAPITAL, LLC: 0
GEODE CAPITAL MANAGEMENT, LLC: 41,238
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 31,704
DIMENSIONAL FUND ADVISORS LP: 26,852
BlackRock Inc.: 9,339
WELLS FARGO & COMPANY/MN: 6,343
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What percentage of Bank of the James Financial Group, Inc. stock is owned by institutional investors?
20.36% of Bank of the James Financial Group, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at BOTJ ?
Institutional investors have bought a total of 498,732 shares in the last 24 months. This purchase volume represents approximately $7.17 M in transactions.