Bank of the James Financial Group Ownership | Who Owns Bank of the James Financial Group?
Bank of the James Financial Group Ownership Summary
Bank of the James Financial Group is owned by 21.82% institutional investors, 15.42% insiders, and 62.76% retail investors. Pettyjohn, wood & white is the largest institutional shareholder, holding 5.49% of BOTJ shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.51% of its assets in Bank of the James Financial Group shares.
BOTJ Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Bank of the James Financial Group | 21.82% | 15.42% | 62.76% |
| Sector | Financial Services Stocks | 49.80% | 13.92% | 36.27% |
| Industry | Regional Banks Stocks | 51.67% | 12.06% | 36.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Pettyjohn, wood & white | 249.40K | 5.49% | $2.81M |
| Vanguard group | 192.59K | 4.24% | $2.17M |
| Captrust financial advisors | 145.78K | 3.21% | $1.64M |
| Fourthstone | 72.93K | 1.61% | $821.17K |
| Banc funds | 61.38K | 1.35% | $691.08K |
| Geode capital management | 41.24K | 0.91% | $464.46K |
| Bridgeway capital management | 31.70K | 0.70% | $356.99K |
| Dimensional fund advisors lp | 26.85K | 0.59% | $302.35K |
| First manhattan co. llc. | 22.31K | 0.49% | $251.22K |
| Salzhauer michael | 18.99K | 0.42% | $213.83K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pettyjohn, wood & white | 249.40K | 0.55% | $2.81M |
| Fourthstone | 72.93K | 0.26% | $821.17K |
| Salzhauer michael | 18.99K | 0.17% | $213.83K |
| Montvue capital management | 12.73K | 0.11% | $143.31K |
| Banc funds | 61.38K | 0.08% | $691.08K |
| Bridgeway capital management | 31.70K | 0.01% | $356.99K |
| Captrust financial advisors | 145.78K | 0.01% | $1.64M |
| Empowered funds | 18.70K | 0.00% | $210.61K |
| First manhattan co. llc. | 22.31K | 0.00% | $251.22K |
| Commonwealth equity services | 10.23K | 0.00% | $115.00K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Commonwealth equity services | 10.23K | 0.00% | 10.23K |
| Dimensional fund advisors lp | 26.85K | 0.00% | 8.56K |
| Geode capital management | 41.24K | - | 2.57K |
| Empowered funds | 18.70K | 0.00% | 1.26K |
| Bridgeway capital management | 31.70K | 0.01% | 1.26K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james financial services advisors | - | - | -37.97K |
| Banc funds | 61.38K | 0.08% | -7.07K |
| Pettyjohn, wood & white | 249.40K | 0.55% | -4.57K |
| Captrust financial advisors | 145.78K | 0.01% | -3.29K |
| Montvue capital management | 12.73K | 0.11% | -1.39K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Commonwealth equity services | 10.23K | 0.00% | 10.23K | $115.00K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -15.00 |
| Ubs group | -613.00 |
| Raymond james financial services advisors | -37.97K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 23 | 15.00% | 991,233 | 7.16% | 21 | 5.26% | 13 | 62.50% | 5 | -28.57% |
| Jun 30, 2024 | 20 | - | 924,987 | -4.68% | 20 | 4.50% | 8 | -11.11% | 7 | 16.67% |
| Mar 31, 2024 | 20 | 5.26% | 970,373 | 14.79% | 21 | 6.14% | 9 | -10.00% | 6 | 100.00% |
| Dec 31, 2023 | 19 | 5.56% | 845,376 | 3.25% | 18 | 5.73% | 10 | 25.00% | 3 | -25.00% |
| Sep 30, 2023 | 18 | -18.18% | 818,757 | -2.15% | 18 | 5.49% | 8 | 14.29% | 4 | -42.86% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 114.19K | 2.51% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 76.02K | 1.67% | - |
| Inspire Tactical Balanced ETF | 72.36K | 1.59% | - |
| Fidelity Extended Market Index | 22.60K | 0.50% | 536.00 |
| EA Bridgeway Omni Small-Cap Value ETF | 19.86K | 0.44% | - |
| Bridgeway Omni Small-Cap Value | 13.00K | 0.29% | - |
| Bridgeway Omni Small-Cap Value N | 13.00K | 0.29% | - |
| iShares Micro-Cap ETF | 9.21K | 0.20% | - |
| DFA US Core Equity 2 I | 8.41K | 0.19% | - |
| Fidelity Total Market Index | 7.64K | 0.17% | -2.95K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 16, 2024 | BRYANT WILLIAM C III | - | Buy | $11.26K |
| Feb 16, 2024 | ALFORD JOHN R JR | - | Buy | $5.80K |
| Feb 07, 2024 | DOYLE JULIE P | - | Buy | $11.93K |
| Feb 06, 2024 | BRYANT WILLIAM C III | - | Buy | $41.40K |
| Feb 07, 2024 | JAMERSON PHILLIP C | - | Buy | $19.01K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q1 | 6 | - |
| 2023 Q4 | 11 | - |
| 2023 Q2 | 27 | - |
| 2023 Q1 | 10 | - |
| 2022 Q4 | 15 | - |
BOTJ Ownership FAQ
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