Bank of the James Financial Group Ownership 2024 | Who Owns Bank of the James Financial Group Now?
Institutional Ownership
16.79%
Insider Ownership
15.42%
Retail Ownership
67.79%
Institutional Holders
15.00
Bank of the James Financial Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PETTYJOHN, WOOD & WHITE, INC | 5.57% | 0.52% | 253,963 | 57,856 | 29.50% | 2,631,060 | Mar 31, 2024 |
| VANGUARD GROUP INC | 4.22% | - | 192,585 | 47,895 | 33.10% | 1,995,180 | Mar 31, 2024 |
| CAPTRUST FINANCIAL ADVISORS | 3.27% | 0.01% | 149,064 | 21,089 | 16.48% | 1,544,302 | Mar 31, 2024 |
| FOURTHSTONE LLC | 1.63% | 0.25% | 74,166 | -32,988 | -30.79% | 768,360 | Mar 31, 2024 |
| BANC FUNDS CO LLC | 1.50% | 0.08% | 68,443 | - | - | 709,000 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.85% | - | 38,666 | - | - | 400,686 | Mar 31, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.83% | 0.00% | 37,969 | 37,969 | 100.00% | 393,363 | Mar 31, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.67% | 0.01% | 30,444 | 1,225 | 4.19% | 315,400 | Mar 31, 2024 |
| FIRST MANHATTAN CO. LLC. | 0.49% | 0.00% | 22,311 | - | - | 231,141,000 | Mar 31, 2024 |
| SALZHAUER MICHAEL | 0.42% | 0.15% | 18,990 | - | - | 196,736 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.40% | 0.00% | 18,296 | 1,052 | 6.10% | 189,547 | Mar 31, 2024 |
| EMPOWERED FUNDS, LLC | 0.38% | 0.00% | 17,444 | 1,225 | 7.55% | 180,720 | Mar 31, 2024 |
| MONTVUE CAPITAL MANAGEMENT, INC. | 0.31% | 0.13% | 14,120 | -2,477 | -14.92% | 146,284 | Mar 31, 2024 |
| BHZ CAPITAL MANAGEMENT, LP | 0.29% | 0.16% | 13,255 | -8,686 | -39.59% | 137,322 | Mar 31, 2024 |
| BLACKROCK INC. | 0.20% | - | 9,012 | -215 | -2.33% | 93,365 | Mar 31, 2024 |
| WELLS FARGO & COMPANY/MN | 0.14% | - | 6,373 | -4 | -0.06% | 66,027,000 | Mar 31, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.05% | 0.00% | 2,139 | - | - | 22,000 | Mar 31, 2024 |
| MORGAN STANLEY | 0.03% | - | 1,584 | -1 | -0.06% | 16,410 | Mar 31, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 936 | 446 | 91.02% | 9,697 | Mar 31, 2024 |
| UBS GROUP AG | 0.01% | - | 613 | 613 | 100.00% | 6,351 | Mar 31, 2024 |
Bank of the James Financial Group's largest institutional shareholder is PETTYJOHN, WOOD & WHITE, INC, holding 5.57% of the company's total share outstanding, currently valued at $2.63M. The top 10 institutional shareholders own together 19.43% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PETTYJOHN, WOOD & WHITE, INC | 5.57% | 0.52% | 253,963 | 57,856 | 29.50% | 2,631,060 | Mar 31, 2024 |
| FOURTHSTONE LLC | 1.63% | 0.25% | 74,166 | -32,988 | -30.79% | 768,360 | Mar 31, 2024 |
| BHZ CAPITAL MANAGEMENT, LP | 0.29% | 0.16% | 13,255 | -8,686 | -39.59% | 137,322 | Mar 31, 2024 |
| SALZHAUER MICHAEL | 0.42% | 0.15% | 18,990 | - | - | 196,736 | Mar 31, 2024 |
| MONTVUE CAPITAL MANAGEMENT, INC. | 0.31% | 0.13% | 14,120 | -2,477 | -14.92% | 146,284 | Mar 31, 2024 |
| BANC FUNDS CO LLC | 1.50% | 0.08% | 68,443 | - | - | 709,000 | Mar 31, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.67% | 0.01% | 30,444 | 1,225 | 4.19% | 315,400 | Mar 31, 2024 |
| CAPTRUST FINANCIAL ADVISORS | 3.27% | 0.01% | 149,064 | 21,089 | 16.48% | 1,544,302 | Mar 31, 2024 |
| EMPOWERED FUNDS, LLC | 0.38% | 0.00% | 17,444 | 1,225 | 7.55% | 180,720 | Mar 31, 2024 |
| FIRST MANHATTAN CO. LLC. | 0.49% | 0.00% | 22,311 | - | - | 231,141,000 | Mar 31, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.83% | 0.00% | 37,969 | 37,969 | 100.00% | 393,363 | Mar 31, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 936 | 446 | 91.02% | 9,697 | Mar 31, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.05% | 0.00% | 2,139 | - | - | 22,000 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.40% | 0.00% | 18,296 | 1,052 | 6.10% | 189,547 | Mar 31, 2024 |
| VANGUARD GROUP INC | 4.22% | - | 192,585 | 47,895 | 33.10% | 1,995,180 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.85% | - | 38,666 | - | - | 400,686 | Mar 31, 2024 |
| WELLS FARGO & COMPANY/MN | 0.14% | - | 6,373 | -4 | -0.06% | 66,027,000 | Mar 31, 2024 |
| BLACKROCK INC. | 0.20% | - | 9,012 | -215 | -2.33% | 93,365 | Mar 31, 2024 |
| UBS GROUP AG | 0.01% | - | 613 | 613 | 100.00% | 6,351 | Mar 31, 2024 |
| MORGAN STANLEY | 0.03% | - | 1,584 | -1 | -0.06% | 16,410 | Mar 31, 2024 |
The largest Bank of the James Financial Group shareholder by % of total assets is PETTYJOHN, WOOD & WHITE, INC. The company owns 253.96K shares of Bank of the James Financial Group (BOTJ), representing 0.52% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PETTYJOHN, WOOD & WHITE, INC | 5.57% | 0.52% | 253,963 | 57,856 | 29.50% | 2,631,060 | Mar 31, 2024 |
| VANGUARD GROUP INC | 4.22% | - | 192,585 | 47,895 | 33.10% | 1,995,180 | Mar 31, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.83% | 0.00% | 37,969 | 37,969 | 100.00% | 393,363 | Mar 31, 2024 |
| CAPTRUST FINANCIAL ADVISORS | 3.27% | 0.01% | 149,064 | 21,089 | 16.48% | 1,544,302 | Mar 31, 2024 |
| EMPOWERED FUNDS, LLC | 0.38% | 0.00% | 17,444 | 1,225 | 7.55% | 180,720 | Mar 31, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.67% | 0.01% | 30,444 | 1,225 | 4.19% | 315,400 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.40% | 0.00% | 18,296 | 1,052 | 6.10% | 189,547 | Mar 31, 2024 |
| UBS GROUP AG | 0.01% | - | 613 | 613 | 100.00% | 6,351 | Mar 31, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 936 | 446 | 91.02% | 9,697 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.85% | - | 38,666 | - | - | 400,686 | Mar 31, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.05% | 0.00% | 2,139 | - | - | 22,000 | Mar 31, 2024 |
| FIRST MANHATTAN CO. LLC. | 0.49% | 0.00% | 22,311 | - | - | 231,141,000 | Mar 31, 2024 |
| BANC FUNDS CO LLC | 1.50% | 0.08% | 68,443 | - | - | 709,000 | Mar 31, 2024 |
| SALZHAUER MICHAEL | 0.42% | 0.15% | 18,990 | - | - | 196,736 | Mar 31, 2024 |
| MORGAN STANLEY | 0.03% | - | 1,584 | -1 | -0.06% | 16,410 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -2 | -100.00% | - | Mar 31, 2024 |
| WELLS FARGO & COMPANY/MN | 0.14% | - | 6,373 | -4 | -0.06% | 66,027,000 | Mar 31, 2024 |
| BLACKROCK INC. | 0.20% | - | 9,012 | -215 | -2.33% | 93,365 | Mar 31, 2024 |
| MONTVUE CAPITAL MANAGEMENT, INC. | 0.31% | 0.13% | 14,120 | -2,477 | -14.92% | 146,284 | Mar 31, 2024 |
| BHZ CAPITAL MANAGEMENT, LP | 0.29% | 0.16% | 13,255 | -8,686 | -39.59% | 137,322 | Mar 31, 2024 |
As of Mar 31 2024, Bank of the James Financial Group's largest institutional buyer is PETTYJOHN, WOOD & WHITE, INC. The company purchased 57.86K stocks of BOTJ, valued at $2.63M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| FOURTHSTONE LLC | 1.63% | 0.25% | 74,166 | -32,988 | -30.79% | 768,360 | Mar 31, 2024 |
| BHZ CAPITAL MANAGEMENT, LP | 0.29% | 0.16% | 13,255 | -8,686 | -39.59% | 137,322 | Mar 31, 2024 |
| MONTVUE CAPITAL MANAGEMENT, INC. | 0.31% | 0.13% | 14,120 | -2,477 | -14.92% | 146,284 | Mar 31, 2024 |
| BLACKROCK INC. | 0.20% | - | 9,012 | -215 | -2.33% | 93,365 | Mar 31, 2024 |
| WELLS FARGO & COMPANY/MN | 0.14% | - | 6,373 | -4 | -0.06% | 66,027,000 | Mar 31, 2024 |
| BANK OF AMERICA CORP /DE/ | - | - | - | -2 | -100.00% | - | Mar 31, 2024 |
| MORGAN STANLEY | 0.03% | - | 1,584 | -1 | -0.06% | 16,410 | Mar 31, 2024 |
| SALZHAUER MICHAEL | 0.42% | 0.15% | 18,990 | - | - | 196,736 | Mar 31, 2024 |
| BANC FUNDS CO LLC | 1.50% | 0.08% | 68,443 | - | - | 709,000 | Mar 31, 2024 |
| FIRST MANHATTAN CO. LLC. | 0.49% | 0.00% | 22,311 | - | - | 231,141,000 | Mar 31, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.05% | 0.00% | 2,139 | - | - | 22,000 | Mar 31, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.85% | - | 38,666 | - | - | 400,686 | Mar 31, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 936 | 446 | 91.02% | 9,697 | Mar 31, 2024 |
| UBS GROUP AG | 0.01% | - | 613 | 613 | 100.00% | 6,351 | Mar 31, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.40% | 0.00% | 18,296 | 1,052 | 6.10% | 189,547 | Mar 31, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.67% | 0.01% | 30,444 | 1,225 | 4.19% | 315,400 | Mar 31, 2024 |
| EMPOWERED FUNDS, LLC | 0.38% | 0.00% | 17,444 | 1,225 | 7.55% | 180,720 | Mar 31, 2024 |
| CAPTRUST FINANCIAL ADVISORS | 3.27% | 0.01% | 149,064 | 21,089 | 16.48% | 1,544,302 | Mar 31, 2024 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.83% | 0.00% | 37,969 | 37,969 | 100.00% | 393,363 | Mar 31, 2024 |
| VANGUARD GROUP INC | 4.22% | - | 192,585 | 47,895 | 33.10% | 1,995,180 | Mar 31, 2024 |
As of Mar 31 2024, Bank of the James Financial Group's biggest institutional seller is FOURTHSTONE LLC. The company sold -32.99K shares of BOTJ, valued at $768.36K.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 0.83% | 0.00% | 37,969 | 37,969 | 100.00% | 393,363 | Mar 31, 2024 |
| UBS GROUP AG | 0.01% | - | 613 | 613 | 100.00% | 6,351 | Mar 31, 2024 |
Bank of the James Financial Group's largest new institutional shareholder by number of shares is RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC., purchased 37.97K shares, valued at $393.36K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | - | - | - | -2 | -100.00% | - | Mar 31, 2024 |
Bank of the James Financial Group's largest sold out institutional shareholder by shares sold is BANK OF AMERICA CORP /DE/, sold -2.00 shares, valued at -, as of undefined.
Bank of the James Financial Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| BRIDGEWAY FUNDS INC | 0.01% | 13,000 | - | - | Dec 29, 2023 |
| UNIFIED SERIES TRUST | 0.00% | 8,800 | - | - | Feb 29, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 218,324 | 76,023 | 53.42% | Dec 31, 2023 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 36,986 | -149 | -0.40% | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 2,500 | - | - | Dec 31, 2023 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 13,461 | - | - | Jan 31, 2024 |
| Dimensional ETF Trust | 0.00% | 1,717 | 5 | 0.29% | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 625 | - | - | Dec 31, 2023 |
| iSHARES TRUST | 0.00% | 8,347 | - | - | Feb 29, 2024 |
Bank of the James Financial Group's largest mutual fund holder by % of total assets is "BRIDGEWAY FUNDS INC", owning 13.00K shares, compromising 0.01% of its total assets.
Bank of the James Financial Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Mar, 24 | 15 | -21.05% |
| 31 Dec, 23 | 19 | 5.56% |
| 30 Sep, 23 | 18 | -18.18% |
| 30 Jun, 23 | 22 | -4.35% |
| 31 Mar, 23 | 23 | -8.00% |
| 31 Dec, 22 | 25 | 19.05% |
| 30 Sep, 22 | 21 | -8.70% |
| 30 Jun, 22 | 23 | - |
| 31 Mar, 22 | 23 | 4.55% |
| 31 Dec, 21 | 22 | 4.76% |
| 30 Sep, 21 | 21 | -12.50% |
| 30 Jun, 21 | 24 | - |
| 31 Mar, 21 | 24 | 26.32% |
| 31 Dec, 20 | 19 | - |
| 30 Sep, 20 | 19 | 18.75% |
| 30 Jun, 20 | 16 | -23.81% |
| 31 Mar, 20 | 21 | -4.55% |
| 31 Dec, 19 | 22 | - |
| 30 Sep, 19 | 22 | 22.22% |
| 30 Jun, 19 | 18 | -10.00% |
| 31 Mar, 19 | 20 | - |
| 31 Dec, 18 | 20 | 5.26% |
| 30 Sep, 18 | 19 | -5.00% |
| 30 Jun, 18 | 20 | 5.26% |
| 31 Mar, 18 | 19 | 11.76% |
| 31 Dec, 17 | 17 | -10.53% |
| 30 Sep, 17 | 19 | 11.76% |
| 30 Jun, 17 | 17 | -10.53% |
| 31 Mar, 17 | 19 | - |
| 31 Dec, 16 | 19 | -9.52% |
| 30 Sep, 16 | 21 | 5.00% |
| 30 Jun, 16 | 20 | 5.26% |
| 31 Mar, 16 | 19 | 11.76% |
| 31 Dec, 15 | 17 | 30.77% |
| 30 Sep, 15 | 13 | 8.33% |
| 30 Jun, 15 | 12 | 20.00% |
| 31 Mar, 15 | 10 | -16.67% |
| 31 Dec, 14 | 12 | 9.09% |
| 30 Sep, 14 | 11 | 10.00% |
| 30 Jun, 14 | 10 | 25.00% |
| 31 Mar, 14 | 8 | - |
| 31 Dec, 13 | 8 | -11.11% |
| 30 Sep, 13 | 9 | 12.50% |
| 30 Jun, 13 | 8 | 166.67% |
| 31 Mar, 13 | 3 | 50.00% |
| 31 Dec, 12 | 2 | -33.33% |
| 30 Sep, 12 | 3 | 50.00% |
| 30 Jun, 12 | 2 | - |
| 31 Mar, 12 | 2 | - |
| 31 Mar, 11 | 1 | - |
| 30 Sep, 10 | 1 | - |
| 30 Jun, 10 | 1 | - |
| 31 Mar, 10 | 1 | - |
| 30 Jun, 09 | 1 | - |
| 31 Mar, 09 | 1 | - |
| 31 Dec, 08 | 1 | - |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | 1 | - |
| 31 Dec, 07 | 1 | - |
| 30 Sep, 07 | 1 | - |
| 31 Dec, 06 | 1 | - |
| 30 Jun, 06 | 1 | - |
| 31 Mar, 06 | 1 | - |
| 31 Dec, 05 | 1 | - |
| 30 Sep, 05 | 1 | - |
| 30 Jun, 05 | 1 | - |
| 31 Mar, 05 | 1 | - |
| 31 Dec, 04 | 1 | - |
| 30 Sep, 04 | 1 | - |
As of 31 Mar 24, 15 institutions are holding Bank of the James Financial Group's shares, representing a decrease of -21.05% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Mar, 24 | 766,034 | -9.39% |
| 31 Dec, 23 | 845,376 | 3.25% |
| 30 Sep, 23 | 818,757 | -2.15% |
| 30 Jun, 23 | 836,776 | -4.55% |
| 31 Mar, 23 | 876,701 | -13.29% |
| 31 Dec, 22 | 1,011,049 | -13.85% |
| 30 Sep, 22 | 1,173,648 | -10.66% |
| 30 Jun, 22 | 1,313,625 | -5.21% |
| 31 Mar, 22 | 1,385,767 | 0.04% |
| 31 Dec, 21 | 1,385,281 | -1.00% |
| 30 Sep, 21 | 1,399,335 | -0.26% |
| 30 Jun, 21 | 1,402,997 | 3.53% |
| 31 Mar, 21 | 1,355,206 | 1.69% |
| 31 Dec, 20 | 1,332,675 | -2.71% |
| 30 Sep, 20 | 1,369,792 | 0.06% |
| 30 Jun, 20 | 1,368,972 | -1.63% |
| 31 Mar, 20 | 1,391,723 | -2.48% |
| 31 Dec, 19 | 1,427,147 | -1.34% |
| 30 Sep, 19 | 1,446,526 | -1.32% |
| 30 Jun, 19 | 1,465,925 | 1.12% |
| 31 Mar, 19 | 1,449,660 | -0.01% |
| 31 Dec, 18 | 1,449,870 | 17.59% |
| 30 Sep, 18 | 1,233,010 | -3.63% |
| 30 Jun, 18 | 1,279,404 | -7.98% |
| 31 Mar, 18 | 1,390,296 | 0.81% |
| 31 Dec, 17 | 1,379,170 | -10.43% |
| 30 Sep, 17 | 1,539,768 | -0.15% |
| 30 Jun, 17 | 1,542,007 | 4.60% |
| 31 Mar, 17 | 1,474,233 | -0.14% |
| 31 Dec, 16 | 1,476,258 | 7.55% |
| 30 Sep, 16 | 1,372,600 | -4.37% |
| 30 Jun, 16 | 1,435,390 | 6.50% |
| 31 Mar, 16 | 1,347,780 | -3.44% |
| 31 Dec, 15 | 1,395,758 | 235.97% |
| 30 Sep, 15 | 415,437 | 3.48% |
| 30 Jun, 15 | 401,456 | 3.98% |
| 31 Mar, 15 | 386,101 | 8.13% |
| 31 Dec, 14 | 357,078 | 7.48% |
| 30 Sep, 14 | 332,213 | 6.49% |
| 30 Jun, 14 | 311,967 | 4.50% |
| 31 Mar, 14 | 298,539 | 153.53% |
| 31 Dec, 13 | 117,752 | 10.28% |
| 30 Sep, 13 | 106,777 | 2.11% |
| 30 Jun, 13 | 104,569 | 394.30% |
| 31 Mar, 13 | 21,155 | 314.07% |
| 31 Dec, 12 | 5,109 | -66.23% |
| 30 Sep, 12 | 15,130 | 196.14% |
| 30 Jun, 12 | 5,109 | 9.38% |
| 31 Mar, 12 | 4,671 | - |
| 31 Mar, 11 | 67,881 | - |
| 30 Sep, 10 | 72,091 | 10.00% |
| 30 Jun, 10 | 65,537 | -1.88% |
| 31 Mar, 10 | 66,792 | - |
| 30 Jun, 09 | 63,137 | -1.72% |
| 31 Mar, 09 | 64,245 | 4.04% |
| 31 Dec, 08 | 61,750 | -0.40% |
| 30 Sep, 08 | 61,995 | 9.99% |
| 30 Jun, 08 | 56,364 | - |
| 31 Dec, 07 | 56,401 | -5.63% |
| 30 Sep, 07 | 59,767 | - |
| 31 Dec, 06 | 47,675 | - |
| 30 Jun, 06 | 46,117 | -4.23% |
| 31 Mar, 06 | 48,155 | 23.70% |
| 31 Dec, 05 | 38,928 | - |
| 30 Sep, 05 | 38,928 | 0.43% |
| 30 Jun, 05 | 38,762 | 2.11% |
| 31 Mar, 05 | 37,962 | 48.25% |
| 31 Dec, 04 | 25,607 | -3.76% |
| 30 Sep, 04 | 26,607 | - |
Bank of the James Financial Group (BOTJ) has 766.03K shares outstanding as of 31 Mar 24, down -9.39% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Mar, 24 | 16.79% | 4.85% |
| 31 Dec, 23 | 18.61% | 5.73% |
| 30 Sep, 23 | 18.01% | 5.49% |
| 30 Jun, 23 | 18.12% | 5.03% |
| 31 Mar, 23 | 18.98% | 4.19% |
| 31 Dec, 22 | 21.30% | 3.39% |
| 30 Sep, 22 | 25.06% | 3.26% |
| 30 Jun, 22 | 27.71% | 3.24% |
| 31 Mar, 22 | 29.23% | 3.42% |
| 31 Dec, 21 | 29.22% | 3.35% |
| 30 Sep, 21 | 29.52% | 3.38% |
| 30 Jun, 21 | 29.55% | 3.66% |
| 31 Mar, 21 | 28.43% | 3.65% |
| 31 Dec, 20 | 27.91% | 3.39% |
| 30 Sep, 20 | 28.70% | 3.49% |
| 30 Jun, 20 | 28.68% | 3.39% |
| 31 Mar, 20 | 29.10% | 3.31% |
| 31 Dec, 19 | 29.65% | 3.29% |
| 30 Sep, 19 | 30.03% | 3.24% |
| 30 Jun, 19 | 30.44% | 3.36% |
| 31 Mar, 19 | 30.10% | 3.32% |
| 31 Dec, 18 | 30.10% | 4.59% |
| 30 Sep, 18 | 25.60% | 3.63% |
| 30 Jun, 18 | 26.56% | 3.19% |
| 31 Mar, 18 | 28.87% | 3.52% |
| 31 Dec, 17 | 28.64% | 2.80% |
| 30 Sep, 17 | 31.97% | 3.12% |
| 30 Jun, 17 | 32.02% | 3.42% |
| 31 Mar, 17 | 30.61% | 3.26% |
| 31 Dec, 16 | 30.65% | 3.77% |
| 30 Sep, 16 | 28.50% | 3.21% |
| 30 Jun, 16 | 29.80% | 3.81% |
| 31 Mar, 16 | 27.98% | 2.07% |
| 31 Dec, 15 | 36.76% | 29.61% |
| 30 Sep, 15 | 11.14% | 9.51% |
| 30 Jun, 15 | 10.82% | 9.99% |
| 31 Mar, 15 | 10.41% | 11.19% |
| 31 Dec, 14 | 9.65% | 11.97% |
| 30 Sep, 14 | 8.98% | 12.63% |
| 30 Jun, 14 | 8.43% | 12.96% |
| 31 Mar, 14 | 8.07% | 79.32% |
| 31 Dec, 13 | 3.19% | 38.04% |
| 30 Sep, 13 | 2.90% | 36.01% |
| 30 Jun, 13 | 2.84% | 861.75% |
| 31 Mar, 13 | 0.57% | 2976.87% |
| 31 Dec, 12 | 0.14% | 81.99% |
| 30 Sep, 12 | 0.41% | 2130.50% |
| 30 Jun, 12 | 0.14% | 861.26% |
| 31 Mar, 12 | 0.13% | - |
| 31 Mar, 11 | 1.86% | - |
| 30 Sep, 10 | 1.99% | 60.77% |
| 30 Jun, 10 | 1.81% | 53.05% |
| 31 Mar, 10 | 1.85% | - |
| 30 Jun, 09 | 1.77% | 54.57% |
| 31 Mar, 09 | 1.80% | 60.12% |
| 31 Dec, 08 | 1.73% | 57.36% |
| 30 Sep, 08 | 1.74% | 69.57% |
| 30 Jun, 08 | 1.58% | - |
| 31 Dec, 07 | 1.58% | 55.12% |
| 30 Sep, 07 | 1.69% | - |
| 31 Dec, 06 | 1.32% | - |
| 30 Jun, 06 | 1.47% | 58.68% |
| 31 Mar, 06 | 1.58% | 96.62% |
| 31 Dec, 05 | 1.28% | 77.64% |
| 30 Sep, 05 | 1.28% | 83.94% |
| 30 Jun, 05 | 1.24% | 77.04% |
| 31 Mar, 05 | 1.27% | 167.76% |
| 31 Dec, 04 | 0.87% | 114.14% |
| 30 Sep, 04 | 0.87% | - |
As of 31 Mar 24, Bank of the James Financial Group is held by 16.79% institutional shareholders, representing a 4.85% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 6 | -40.00% |
| 31 Dec, 23 | 10 | 25.00% |
| 30 Sep, 23 | 8 | 14.29% |
| 30 Jun, 23 | 7 | -30.00% |
| 31 Mar, 23 | 10 | -28.57% |
| 31 Dec, 22 | 14 | 75.00% |
| 30 Sep, 22 | 8 | 14.29% |
| 30 Jun, 22 | 7 | 16.67% |
| 31 Mar, 22 | 6 | -14.29% |
| 31 Dec, 21 | 7 | -36.36% |
| 30 Sep, 21 | 11 | -38.89% |
| 30 Jun, 21 | 18 | 100.00% |
| 31 Mar, 21 | 9 | 50.00% |
| 31 Dec, 20 | 6 | -14.29% |
| 30 Sep, 20 | 7 | 75.00% |
| 30 Jun, 20 | 4 | - |
| 31 Mar, 20 | 4 | -50.00% |
| 31 Dec, 19 | 8 | -11.11% |
| 30 Sep, 19 | 9 | 50.00% |
| 30 Jun, 19 | 6 | -33.33% |
| 31 Mar, 19 | 9 | -10.00% |
| 31 Dec, 18 | 10 | 233.33% |
| 30 Sep, 18 | 3 | -75.00% |
| 30 Jun, 18 | 12 | 71.43% |
| 31 Mar, 18 | 7 | -12.50% |
| 31 Dec, 17 | 8 | - |
| 30 Sep, 17 | 8 | 33.33% |
| 30 Jun, 17 | 6 | - |
| 31 Mar, 17 | 6 | -25.00% |
| 31 Dec, 16 | 8 | - |
| 30 Sep, 16 | 8 | 14.29% |
| 30 Jun, 16 | 7 | - |
| 31 Mar, 16 | 7 | -46.15% |
| 31 Dec, 15 | 13 | 225.00% |
| 30 Sep, 15 | 4 | - |
| 30 Jun, 15 | 4 | 33.33% |
| 31 Mar, 15 | 3 | -57.14% |
| 31 Dec, 14 | 7 | 40.00% |
| 30 Sep, 14 | 5 | 25.00% |
| 30 Jun, 14 | 4 | 33.33% |
| 31 Mar, 14 | 3 | 200.00% |
| 31 Dec, 13 | 1 | -75.00% |
| 30 Sep, 13 | 4 | -20.00% |
| 30 Jun, 13 | 5 | 400.00% |
| 31 Mar, 13 | 1 | - |
| 31 Dec, 12 | - | -100.00% |
| 30 Sep, 12 | 1 | - |
| 30 Jun, 12 | 1 | -50.00% |
| 31 Mar, 12 | 2 | - |
| 31 Mar, 11 | 1 | - |
| 30 Sep, 10 | 1 | - |
| 30 Jun, 10 | - | -100.00% |
| 31 Mar, 10 | 1 | - |
| 30 Jun, 09 | - | -100.00% |
| 31 Mar, 09 | 1 | - |
| 31 Dec, 08 | - | -100.00% |
| 30 Sep, 08 | 1 | - |
| 30 Jun, 08 | 1 | - |
| 31 Dec, 07 | - | -100.00% |
| 30 Sep, 07 | 1 | - |
| 31 Dec, 06 | 1 | - |
| 30 Jun, 06 | - | -100.00% |
| 31 Mar, 06 | 1 | - |
| 31 Dec, 05 | - | -100.00% |
| 30 Sep, 05 | 1 | - |
| 30 Jun, 05 | 1 | - |
| 31 Mar, 05 | 1 | - |
| 31 Dec, 04 | - | -100.00% |
| 30 Sep, 04 | 1 | - |
6 institutional shareholders have increased their position in BOTJ stock as of 31 Mar 24 compared to 10 in the previous quarter (a -40.00% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Mar, 24 | 5 | 66.67% |
| 31 Dec, 23 | 3 | -25.00% |
| 30 Sep, 23 | 4 | -42.86% |
| 30 Jun, 23 | 7 | 16.67% |
| 31 Mar, 23 | 6 | 50.00% |
| 31 Dec, 22 | 4 | 33.33% |
| 30 Sep, 22 | 3 | -57.14% |
| 30 Jun, 22 | 7 | -22.22% |
| 31 Mar, 22 | 9 | 28.57% |
| 31 Dec, 21 | 7 | 40.00% |
| 30 Sep, 21 | 5 | 150.00% |
| 30 Jun, 21 | 2 | -50.00% |
| 31 Mar, 21 | 4 | -20.00% |
| 31 Dec, 20 | 5 | - |
| 30 Sep, 20 | 5 | - |
| 30 Jun, 20 | 5 | -28.57% |
| 31 Mar, 20 | 7 | - |
| 31 Dec, 19 | 7 | 40.00% |
| 30 Sep, 19 | 5 | 66.67% |
| 30 Jun, 19 | 3 | -25.00% |
| 31 Mar, 19 | 4 | 100.00% |
| 31 Dec, 18 | 2 | -77.78% |
| 30 Sep, 18 | 9 | 200.00% |
| 30 Jun, 18 | 3 | -50.00% |
| 31 Mar, 18 | 6 | 200.00% |
| 31 Dec, 17 | 2 | -50.00% |
| 30 Sep, 17 | 4 | -42.86% |
| 30 Jun, 17 | 7 | -12.50% |
| 31 Mar, 17 | 8 | 166.67% |
| 31 Dec, 16 | 3 | -40.00% |
| 30 Sep, 16 | 5 | 150.00% |
| 30 Jun, 16 | 2 | - |
| 31 Mar, 16 | 2 | - |
| 31 Dec, 15 | - | -100.00% |
| 30 Sep, 15 | 4 | 100.00% |
| 30 Jun, 15 | 2 | 100.00% |
| 31 Mar, 15 | 1 | - |
| 31 Dec, 14 | 1 | -50.00% |
| 30 Sep, 14 | 2 | 100.00% |
| 30 Jun, 14 | 1 | - |
| 31 Mar, 14 | - | -100.00% |
| 31 Dec, 13 | 2 | - |
| 30 Sep, 13 | - | -100.00% |
| 30 Jun, 13 | 1 | - |
| 31 Mar, 13 | - | - |
| 31 Dec, 12 | - | - |
| 30 Sep, 12 | - | - |
| 30 Jun, 12 | - | - |
| 31 Mar, 12 | - | - |
| 31 Mar, 11 | - | - |
| 30 Sep, 10 | - | -100.00% |
| 30 Jun, 10 | 1 | - |
| 31 Mar, 10 | - | - |
| 30 Jun, 09 | 1 | - |
| 31 Mar, 09 | - | -100.00% |
| 31 Dec, 08 | 1 | - |
| 30 Sep, 08 | - | - |
| 30 Jun, 08 | - | - |
| 31 Dec, 07 | 1 | - |
| 30 Sep, 07 | - | - |
| 31 Dec, 06 | - | - |
| 30 Jun, 06 | 1 | - |
| 31 Mar, 06 | - | - |
| 31 Dec, 05 | - | - |
| 30 Sep, 05 | - | - |
| 30 Jun, 05 | - | - |
| 31 Mar, 05 | - | -100.00% |
| 31 Dec, 04 | 1 | - |
| 30 Sep, 04 | - | - |
5 institutional shareholders have reduced their position in BOTJ stock as of 31 Mar 24 compared to 3 in the previous quarter (a 66.67% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Mar, 24 | 15 | -21.05% | 766,034 | -9.39% | 16.79% | 4.85% | 6 | -40.00% | 5 | 66.67% |
| 31 Dec, 23 | 19 | 5.56% | 845,376 | 3.25% | 18.61% | 5.73% | 10 | 25.00% | 3 | -25.00% |
| 30 Sep, 23 | 18 | -18.18% | 818,757 | -2.15% | 18.01% | 5.49% | 8 | 14.29% | 4 | -42.86% |
| 30 Jun, 23 | 22 | -4.35% | 836,776 | -4.55% | 18.12% | 5.03% | 7 | -30.00% | 7 | 16.67% |
| 31 Mar, 23 | 23 | -8.00% | 876,701 | -13.29% | 18.98% | 4.19% | 10 | -28.57% | 6 | 50.00% |
| 31 Dec, 22 | 25 | 19.05% | 1,011,049 | -13.85% | 21.30% | 3.39% | 14 | 75.00% | 4 | 33.33% |
| 30 Sep, 22 | 21 | -8.70% | 1,173,648 | -10.66% | 25.06% | 3.26% | 8 | 14.29% | 3 | -57.14% |
| 30 Jun, 22 | 23 | - | 1,313,625 | -5.21% | 27.71% | 3.24% | 7 | 16.67% | 7 | -22.22% |
| 31 Mar, 22 | 23 | 4.55% | 1,385,767 | 0.04% | 29.23% | 3.42% | 6 | -14.29% | 9 | 28.57% |
| 31 Dec, 21 | 22 | 4.76% | 1,385,281 | -1.00% | 29.22% | 3.35% | 7 | -36.36% | 7 | 40.00% |
| 30 Sep, 21 | 21 | -12.50% | 1,399,335 | -0.26% | 29.52% | 3.38% | 11 | -38.89% | 5 | 150.00% |
| 30 Jun, 21 | 24 | - | 1,402,997 | 3.53% | 29.55% | 3.66% | 18 | 100.00% | 2 | -50.00% |
| 31 Mar, 21 | 24 | 26.32% | 1,355,206 | 1.69% | 28.43% | 3.65% | 9 | 50.00% | 4 | -20.00% |
| 31 Dec, 20 | 19 | - | 1,332,675 | -2.71% | 27.91% | 3.39% | 6 | -14.29% | 5 | - |
| 30 Sep, 20 | 19 | 18.75% | 1,369,792 | 0.06% | 28.70% | 3.49% | 7 | 75.00% | 5 | - |
| 30 Jun, 20 | 16 | -23.81% | 1,368,972 | -1.63% | 28.68% | 3.39% | 4 | - | 5 | -28.57% |
| 31 Mar, 20 | 21 | -4.55% | 1,391,723 | -2.48% | 29.10% | 3.31% | 4 | -50.00% | 7 | - |
| 31 Dec, 19 | 22 | - | 1,427,147 | -1.34% | 29.65% | 3.29% | 8 | -11.11% | 7 | 40.00% |
| 30 Sep, 19 | 22 | 22.22% | 1,446,526 | -1.32% | 30.03% | 3.24% | 9 | 50.00% | 5 | 66.67% |
| 30 Jun, 19 | 18 | -10.00% | 1,465,925 | 1.12% | 30.44% | 3.36% | 6 | -33.33% | 3 | -25.00% |
| 31 Mar, 19 | 20 | - | 1,449,660 | -0.01% | 30.10% | 3.32% | 9 | -10.00% | 4 | 100.00% |
| 31 Dec, 18 | 20 | 5.26% | 1,449,870 | 17.59% | 30.10% | 4.59% | 10 | 233.33% | 2 | -77.78% |
| 30 Sep, 18 | 19 | -5.00% | 1,233,010 | -3.63% | 25.60% | 3.63% | 3 | -75.00% | 9 | 200.00% |
| 30 Jun, 18 | 20 | 5.26% | 1,279,404 | -7.98% | 26.56% | 3.19% | 12 | 71.43% | 3 | -50.00% |
| 31 Mar, 18 | 19 | 11.76% | 1,390,296 | 0.81% | 28.87% | 3.52% | 7 | -12.50% | 6 | 200.00% |
| 31 Dec, 17 | 17 | -10.53% | 1,379,170 | -10.43% | 28.64% | 2.80% | 8 | - | 2 | -50.00% |
| 30 Sep, 17 | 19 | 11.76% | 1,539,768 | -0.15% | 31.97% | 3.12% | 8 | 33.33% | 4 | -42.86% |
| 30 Jun, 17 | 17 | -10.53% | 1,542,007 | 4.60% | 32.02% | 3.42% | 6 | - | 7 | -12.50% |
| 31 Mar, 17 | 19 | - | 1,474,233 | -0.14% | 30.61% | 3.26% | 6 | -25.00% | 8 | 166.67% |
| 31 Dec, 16 | 19 | -9.52% | 1,476,258 | 7.55% | 30.65% | 3.77% | 8 | - | 3 | -40.00% |
| 30 Sep, 16 | 21 | 5.00% | 1,372,600 | -4.37% | 28.50% | 3.21% | 8 | 14.29% | 5 | 150.00% |
| 30 Jun, 16 | 20 | 5.26% | 1,435,390 | 6.50% | 29.80% | 3.81% | 7 | - | 2 | - |
| 31 Mar, 16 | 19 | 11.76% | 1,347,780 | -3.44% | 27.98% | 2.07% | 7 | -46.15% | 2 | - |
| 31 Dec, 15 | 17 | 30.77% | 1,395,758 | 235.97% | 36.76% | 29.61% | 13 | 225.00% | - | -100.00% |
| 30 Sep, 15 | 13 | 8.33% | 415,437 | 3.48% | 11.14% | 9.51% | 4 | - | 4 | 100.00% |
| 30 Jun, 15 | 12 | 20.00% | 401,456 | 3.98% | 10.82% | 9.99% | 4 | 33.33% | 2 | 100.00% |
| 31 Mar, 15 | 10 | -16.67% | 386,101 | 8.13% | 10.41% | 11.19% | 3 | -57.14% | 1 | - |
| 31 Dec, 14 | 12 | 9.09% | 357,078 | 7.48% | 9.65% | 11.97% | 7 | 40.00% | 1 | -50.00% |
| 30 Sep, 14 | 11 | 10.00% | 332,213 | 6.49% | 8.98% | 12.63% | 5 | 25.00% | 2 | 100.00% |
| 30 Jun, 14 | 10 | 25.00% | 311,967 | 4.50% | 8.43% | 12.96% | 4 | 33.33% | 1 | - |
| 31 Mar, 14 | 8 | - | 298,539 | 153.53% | 8.07% | 79.32% | 3 | 200.00% | - | -100.00% |
| 31 Dec, 13 | 8 | -11.11% | 117,752 | 10.28% | 3.19% | 38.04% | 1 | -75.00% | 2 | - |
| 30 Sep, 13 | 9 | 12.50% | 106,777 | 2.11% | 2.90% | 36.01% | 4 | -20.00% | - | -100.00% |
| 30 Jun, 13 | 8 | 166.67% | 104,569 | 394.30% | 2.84% | 861.75% | 5 | 400.00% | 1 | - |
| 31 Mar, 13 | 3 | 50.00% | 21,155 | 314.07% | 0.57% | 2976.87% | 1 | - | - | - |
| 31 Dec, 12 | 2 | -33.33% | 5,109 | -66.23% | 0.14% | 81.99% | - | -100.00% | - | - |
| 30 Sep, 12 | 3 | 50.00% | 15,130 | 196.14% | 0.41% | 2130.50% | 1 | - | - | - |
| 30 Jun, 12 | 2 | - | 5,109 | 9.38% | 0.14% | 861.26% | 1 | -50.00% | - | - |
| 31 Mar, 12 | 2 | - | 4,671 | - | 0.13% | - | 2 | - | - | - |
| 31 Mar, 11 | 1 | - | 67,881 | - | 1.86% | - | 1 | - | - | - |
| 30 Sep, 10 | 1 | - | 72,091 | 10.00% | 1.99% | 60.77% | 1 | - | - | -100.00% |
| 30 Jun, 10 | 1 | - | 65,537 | -1.88% | 1.81% | 53.05% | - | -100.00% | 1 | - |
| 31 Mar, 10 | 1 | - | 66,792 | - | 1.85% | - | 1 | - | - | - |
| 30 Jun, 09 | 1 | - | 63,137 | -1.72% | 1.77% | 54.57% | - | -100.00% | 1 | - |
| 31 Mar, 09 | 1 | - | 64,245 | 4.04% | 1.80% | 60.12% | 1 | - | - | -100.00% |
| 31 Dec, 08 | 1 | - | 61,750 | -0.40% | 1.73% | 57.36% | - | -100.00% | 1 | - |
| 30 Sep, 08 | 1 | - | 61,995 | 9.99% | 1.74% | 69.57% | 1 | - | - | - |
| 30 Jun, 08 | 1 | - | 56,364 | - | 1.58% | - | 1 | - | - | - |
| 31 Dec, 07 | 1 | - | 56,401 | -5.63% | 1.58% | 55.12% | - | -100.00% | 1 | - |
| 30 Sep, 07 | 1 | - | 59,767 | - | 1.69% | - | 1 | - | - | - |
| 31 Dec, 06 | 1 | - | 47,675 | - | 1.32% | - | 1 | - | - | - |
| 30 Jun, 06 | 1 | - | 46,117 | -4.23% | 1.47% | 58.68% | - | -100.00% | 1 | - |
| 31 Mar, 06 | 1 | - | 48,155 | 23.70% | 1.58% | 96.62% | 1 | - | - | - |
| 31 Dec, 05 | 1 | - | 38,928 | - | 1.28% | 77.64% | - | -100.00% | - | - |
| 30 Sep, 05 | 1 | - | 38,928 | 0.43% | 1.28% | 83.94% | 1 | - | - | - |
| 30 Jun, 05 | 1 | - | 38,762 | 2.11% | 1.24% | 77.04% | 1 | - | - | - |
| 31 Mar, 05 | 1 | - | 37,962 | 48.25% | 1.27% | 167.76% | 1 | - | - | -100.00% |
| 31 Dec, 04 | 1 | - | 25,607 | -3.76% | 0.87% | 114.14% | - | -100.00% | 1 | - |
| 30 Sep, 04 | 1 | - | 26,607 | - | 0.87% | - | 1 | - | - | - |
Bank of the James Financial Group Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Insider Sells
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
All Insider Owners Trades
The last insider buy of BOTJ was made by BRYANT WILLIAM C III on Feb 20 2024, buying 955 shares at $11.79 per share (worth $11.26K).
Bank of the James Financial Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | 6 | - | - |
| Q4 2023 | 11 | - | - |
| Q2 2023 | 28 | - | - |
| Q1 2023 | 13 | - | - |
| Q4 2022 | 15 | - | - |
| Q3 2022 | 7 | 1 | 700.00% |
| Q2 2022 | 4 | - | - |
| Q1 2022 | 11 | - | - |
| Q4 2021 | 16 | - | - |
| Q3 2021 | 9 | - | - |
| Q2 2021 | 7 | - | - |
| Q1 2021 | 7 | - | - |
| Q4 2020 | 6 | - | - |
| Q3 2020 | 13 | - | - |
| Q2 2020 | 12 | - | - |
| Q1 2020 | 8 | - | - |
| Q4 2019 | 6 | - | - |
| Q3 2019 | 4 | - | - |
| Q2 2019 | 11 | - | - |
| Q1 2019 | 13 | - | - |
6 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Bank of the James Financial Group's insiders, as of Q1 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | 6 | - | - |
| Q4 2023 | 11 | - | - |
| Q2 2023 | 27 | - | - |
| Q1 2023 | 10 | - | - |
| Q4 2022 | 15 | - | - |
| Q3 2022 | 7 | - | - |
| Q2 2022 | 4 | - | - |
| Q1 2022 | 11 | - | - |
| Q4 2021 | 16 | - | - |
| Q3 2021 | 9 | - | - |
| Q2 2021 | 7 | - | - |
| Q1 2021 | 7 | - | - |
| Q4 2020 | 6 | - | - |
| Q3 2020 | 13 | - | - |
| Q2 2020 | 12 | - | - |
| Q1 2020 | 7 | - | - |
| Q4 2019 | 6 | - | - |
| Q3 2019 | 4 | - | - |
| Q2 2019 | 11 | - | - |
| Q1 2019 | 13 | - | - |
As of Q1 2024, Insider owners conducted 6 open market buy trades and 0 open market sell trades of Bank of the James Financial Group's stocks.
Bank of the James Financial Group Peer Ownership
| Ticker | Company |
|---|---|
| OFED | Oconee Federal Financial Corp. |
| BAFN | BayFirst Financial Corp. |
| NKSH | National Bankshares, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
| MRBK | Meridian Corporation |
| CULL | Cullman Bancorp, Inc. |
| IROQ | IF Bancorp, Inc. |
| AMNB | American National Bankshares Inc. |
| HMNF | HMN Financial, Inc. |
| COFS | ChoiceOne Financial Services, Inc. |
| AFBI | Affinity Bancshares, Inc. |
| CBAN | Colony Bankcorp, Inc. |
| SMBC | Southern Missouri Bancorp, Inc. |
| CVCY | Central Valley Community Bancorp |
| TCFC | The Community Financial Corporation |
| OPOF | Old Point Financial Corporation |
BOTJ Ownership FAQ
Who Owns Bank of the James Financial Group?
Bank of the James Financial Group is owned by institutional shareholders (16.79%), insiders (15.42%), and public (67.79%). The largest institutional shareholder of Bank of the James Financial Group is PETTYJOHN, WOOD & WHITE, INC (5.57% of total shares) and the top mutual fund owner is BRIDGEWAY FUNDS INC (0.01% of total shares).
Who are the major institutional shareholders of Bank of the James Financial Group?
Bank of the James Financial Group's major institutional shareholders are PETTYJOHN, WOOD & WHITE, INC, VANGUARD GROUP INC, CAPTRUST FINANCIAL ADVISORS, FOURTHSTONE LLC, and BANC FUNDS CO LLC. The top five shareholders own together 16.18% of the company's share outstanding.
How many Bank of the James Financial Group shareholders are there?
As of Mar 2024, there are 15 institutional shareholders of Bank of the James Financial Group.
What percentage of Bank of the James Financial Group is owned by PETTYJOHN, WOOD & WHITE, INC?
PETTYJOHN, WOOD & WHITE, INC owns 253.96K shares of Bank of the James Financial Group, representing 5.57% of the company's total shares outstanding, valued at $2.63M (as of Mar 2024).
What percentage of Bank of the James Financial Group is owned by VANGUARD GROUP INC?
As of Mar 2024, VANGUARD GROUP INC holds 192.58K shares of Bank of the James Financial Group (BOTJ), compromising 4.22% of the company, valued at $2M.
What percentage of Bank of the James Financial Group is owned by CAPTRUST FINANCIAL ADVISORS?
CAPTRUST FINANCIAL ADVISORS is the third largest holder of Bank of the James Financial Group. The company owns 149.06K of the company's shares outstanding (worth $1.54M).