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 23.06% institutional investors, 15.42% insiders, and 61.52% retail investors. Pettyjohn, wood & white is the largest institutional shareholder, holding 5.77% 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 | 23.06% | 15.42% | 61.52% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Regional Banks Stocks | 42.21% | 12.07% | 45.72% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Pettyjohn, wood & white | 261.93K | 5.77% | $4.01M |
| Vanguard group | 192.59K | 4.24% | $2.95M |
| Fourthstone | 161.05K | 3.54% | $2.56M |
| Captrust financial advisors | 144.68K | 3.18% | $2.22M |
| Inspire investing | 72.36K | 1.59% | $1.11M |
| Geode capital management | 38.32K | 0.84% | $586.81K |
| Bridgeway capital management | 33.60K | 0.74% | $514.38K |
| Dimensional fund advisors lp | 28.47K | 0.63% | $435.81K |
| First manhattan co. llc. | 22.31K | 0.49% | $354.08K |
| Empowered funds | 20.60K | 0.45% | $315.36K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Pettyjohn, wood & white | 261.93K | 0.73% | $4.01M |
| Fourthstone | 161.05K | 0.50% | $2.56M |
| Salzhauer michael | 18.99K | 0.15% | $301.37K |
| Montvue capital management | 12.73K | 0.15% | $201.98K |
| Inspire investing | 72.36K | 0.12% | $1.11M |
| Bridgeway capital management | 33.60K | 0.01% | $514.38K |
| Captrust financial advisors | 144.68K | 0.01% | $2.22M |
| Empowered funds | 20.60K | 0.00% | $315.36K |
| First manhattan co. llc. | 22.31K | 0.00% | $354.08K |
| Advisor group | 5.01K | 0.00% | $79.51K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 161.05K | 0.50% | 67.93K |
| Pettyjohn, wood & white | 261.93K | 0.73% | 6.36K |
| Advisor group | 5.01K | 0.00% | 4.56K |
| Empowered funds | 20.60K | 0.00% | 956.00 |
| Bridgeway capital management | 33.60K | 0.01% | 956.00 |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james financial services advisors | - | - | -37.97K |
| Banc funds | - | - | -23.03K |
| Commonwealth equity services | - | - | -12.83K |
| Inspire investing | 72.36K | 0.12% | -1.70K |
| Captrust financial advisors | 144.68K | 0.01% | -949.00 |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -15.00 |
| Ubs group | -582.00 |
| Commonwealth equity services | -12.83K |
| Banc funds | -23.03K |
| Raymond james financial services advisors | -37.97K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 24 | 4.35% | 1,047,786 | 5.71% | 23 | 4.85% | 12 | -7.69% | 4 | -20.00% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 114.19K | 2.51% | - |
| Vanguard US Total Market Shares ETF | 114.19K | 2.51% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 76.02K | 1.67% | - |
| Inspire Tactical Balanced ETF | 72.36K | 1.59% | - |
| EA Bridgeway Omni Small-Cap Value ETF | 22.21K | 0.49% | 18.00 |
| Fidelity Extended Market Index | 21.32K | 0.47% | -136.00 |
| Bridgeway Omni Small-Cap Value N | 13.00K | 0.29% | - |
| Bridgeway Omni Small-Cap Value | 13.00K | 0.29% | - |
| iShares Micro-Cap ETF | 9.14K | 0.20% | - |
| DFA US Core Equity 2 I | 8.41K | 0.19% | - |
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
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools