Bank of the James Financial Group Ownership 2024 | Who Owns Bank of the James Financial Group Now?
Institutional Ownership
20.36%
Insider Ownership
15.42%
Retail Ownership
64.22%
Institutional Holders
20.00
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 | 5.49% | 0.55% | 249,398 | -4,565 | -1.80% | 2,808,224 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.24% | - | 192,585 | - | - | 2,168,507 | Jun 30, 2024 |
| CAPTRUST FINANCIAL ADVISORS | 3.21% | 0.01% | 145,776 | -3,288 | -2.21% | 1,641,441 | Jun 30, 2024 |
| FOURTHSTONE LLC | 1.61% | 0.26% | 72,928 | -1,238 | -1.67% | 821,169 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 1.35% | 0.08% | 61,375 | -7,068 | -10.33% | 691,083 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.91% | - | 41,238 | 2,572 | 6.65% | 464,459 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.70% | 0.01% | 31,704 | 1,260 | 4.14% | 356,987 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.59% | 0.00% | 26,852 | 8,556 | 46.76% | 302,353 | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 0.49% | 0.00% | 22,311 | - | - | 251,222 | Jun 30, 2024 |
| SALZHAUER MICHAEL | 0.42% | 0.17% | 18,990 | - | - | 213,827 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.41% | 0.00% | 18,704 | 1,260 | 7.22% | 210,607 | Jun 30, 2024 |
| MONTVUE CAPITAL MANAGEMENT, INC. | 0.28% | 0.11% | 12,727 | -1,393 | -9.87% | 143,307 | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.23% | 0.00% | 10,226 | 10,226 | 100.00% | 115,000 | Jun 30, 2024 |
| BLACKROCK INC. | 0.21% | - | 9,339 | 327 | 3.63% | 105,157 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.14% | - | 6,343 | -30 | -0.47% | 71,417 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.05% | 0.00% | 2,139 | - | - | 23,000 | Jun 30, 2024 |
| MORGAN STANLEY | 0.03% | - | 1,584 | - | - | 17,836 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 721 | -215 | -22.97% | 8,119 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 32 | 32 | 100.00% | 360 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 15 | 15 | 100.00% | 169 | Jun 30, 2024 |
Bank of the James Financial Group's largest institutional shareholder is PETTYJOHN, WOOD & WHITE, INC, holding 5.49% of the company's total share outstanding, currently valued at $2.81M. The top 10 institutional shareholders own together 19.00% 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 | 5.49% | 0.55% | 249,398 | -4,565 | -1.80% | 2,808,224 | Jun 30, 2024 |
| FOURTHSTONE LLC | 1.61% | 0.26% | 72,928 | -1,238 | -1.67% | 821,169 | Jun 30, 2024 |
| SALZHAUER MICHAEL | 0.42% | 0.17% | 18,990 | - | - | 213,827 | Jun 30, 2024 |
| MONTVUE CAPITAL MANAGEMENT, INC. | 0.28% | 0.11% | 12,727 | -1,393 | -9.87% | 143,307 | Jun 30, 2024 |
| BANC FUNDS CO LLC | 1.35% | 0.08% | 61,375 | -7,068 | -10.33% | 691,083 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.70% | 0.01% | 31,704 | 1,260 | 4.14% | 356,987 | Jun 30, 2024 |
| CAPTRUST FINANCIAL ADVISORS | 3.21% | 0.01% | 145,776 | -3,288 | -2.21% | 1,641,441 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.41% | 0.00% | 18,704 | 1,260 | 7.22% | 210,607 | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 0.49% | 0.00% | 22,311 | - | - | 251,222 | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.23% | 0.00% | 10,226 | 10,226 | 100.00% | 115,000 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 721 | -215 | -22.97% | 8,119 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.59% | 0.00% | 26,852 | 8,556 | 46.76% | 302,353 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.05% | 0.00% | 2,139 | - | - | 23,000 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 15 | 15 | 100.00% | 169 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.24% | - | 192,585 | - | - | 2,168,507 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.91% | - | 41,238 | 2,572 | 6.65% | 464,459 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.14% | - | 6,343 | -30 | -0.47% | 71,417 | Jun 30, 2024 |
| BLACKROCK INC. | 0.21% | - | 9,339 | 327 | 3.63% | 105,157 | Jun 30, 2024 |
| MORGAN STANLEY | 0.03% | - | 1,584 | - | - | 17,836 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 32 | 32 | 100.00% | 360 | Jun 30, 2024 |
The largest Bank of the James Financial Group shareholder by % of total assets is PETTYJOHN, WOOD & WHITE, INC. The company owns 249.40K shares of Bank of the James Financial Group (BOTJ), representing 0.55% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 0.23% | 0.00% | 10,226 | 10,226 | 100.00% | 115,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 0.59% | 0.00% | 26,852 | 8,556 | 46.76% | 302,353 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.91% | - | 41,238 | 2,572 | 6.65% | 464,459 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.41% | 0.00% | 18,704 | 1,260 | 7.22% | 210,607 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.70% | 0.01% | 31,704 | 1,260 | 4.14% | 356,987 | Jun 30, 2024 |
| BLACKROCK INC. | 0.21% | - | 9,339 | 327 | 3.63% | 105,157 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 32 | 32 | 100.00% | 360 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 15 | 15 | 100.00% | 169 | Jun 30, 2024 |
| MORGAN STANLEY | 0.03% | - | 1,584 | - | - | 17,836 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.24% | - | 192,585 | - | - | 2,168,507 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.05% | 0.00% | 2,139 | - | - | 23,000 | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 0.49% | 0.00% | 22,311 | - | - | 251,222 | Jun 30, 2024 |
| SALZHAUER MICHAEL | 0.42% | 0.17% | 18,990 | - | - | 213,827 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.14% | - | 6,343 | -30 | -0.47% | 71,417 | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 721 | -215 | -22.97% | 8,119 | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -613 | -100.00% | - | Jun 30, 2024 |
| FOURTHSTONE LLC | 1.61% | 0.26% | 72,928 | -1,238 | -1.67% | 821,169 | Jun 30, 2024 |
| MONTVUE CAPITAL MANAGEMENT, INC. | 0.28% | 0.11% | 12,727 | -1,393 | -9.87% | 143,307 | Jun 30, 2024 |
| CAPTRUST FINANCIAL ADVISORS | 3.21% | 0.01% | 145,776 | -3,288 | -2.21% | 1,641,441 | Jun 30, 2024 |
| PETTYJOHN, WOOD & WHITE, INC | 5.49% | 0.55% | 249,398 | -4,565 | -1.80% | 2,808,224 | Jun 30, 2024 |
As of Jun 30 2024, Bank of the James Financial Group's largest institutional buyer is COMMONWEALTH EQUITY SERVICES, LLC. The company purchased 10.23K stocks of BOTJ, valued at $115.00K.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | - | - | - | -37,969 | -100.00% | - | Jun 30, 2024 |
| BANC FUNDS CO LLC | 1.35% | 0.08% | 61,375 | -7,068 | -10.33% | 691,083 | Jun 30, 2024 |
| PETTYJOHN, WOOD & WHITE, INC | 5.49% | 0.55% | 249,398 | -4,565 | -1.80% | 2,808,224 | Jun 30, 2024 |
| CAPTRUST FINANCIAL ADVISORS | 3.21% | 0.01% | 145,776 | -3,288 | -2.21% | 1,641,441 | Jun 30, 2024 |
| MONTVUE CAPITAL MANAGEMENT, INC. | 0.28% | 0.11% | 12,727 | -1,393 | -9.87% | 143,307 | Jun 30, 2024 |
| FOURTHSTONE LLC | 1.61% | 0.26% | 72,928 | -1,238 | -1.67% | 821,169 | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -613 | -100.00% | - | Jun 30, 2024 |
| TOWER RESEARCH CAPITAL LLC (TRC) | 0.02% | 0.00% | 721 | -215 | -22.97% | 8,119 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.14% | - | 6,343 | -30 | -0.47% | 71,417 | Jun 30, 2024 |
| SALZHAUER MICHAEL | 0.42% | 0.17% | 18,990 | - | - | 213,827 | Jun 30, 2024 |
| FIRST MANHATTAN CO. LLC. | 0.49% | 0.00% | 22,311 | - | - | 251,222 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.05% | 0.00% | 2,139 | - | - | 23,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 4.24% | - | 192,585 | - | - | 2,168,507 | Jun 30, 2024 |
| MORGAN STANLEY | 0.03% | - | 1,584 | - | - | 17,836 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 15 | 15 | 100.00% | 169 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 0.00% | - | 32 | 32 | 100.00% | 360 | Jun 30, 2024 |
| BLACKROCK INC. | 0.21% | - | 9,339 | 327 | 3.63% | 105,157 | Jun 30, 2024 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 0.70% | 0.01% | 31,704 | 1,260 | 4.14% | 356,987 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.41% | 0.00% | 18,704 | 1,260 | 7.22% | 210,607 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 0.91% | - | 41,238 | 2,572 | 6.65% | 464,459 | Jun 30, 2024 |
As of Jun 30 2024, Bank of the James Financial Group's biggest institutional seller is RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.. The company sold -37.97K shares of BOTJ, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, LLC | 0.23% | 0.00% | 10,226 | 10,226 | 100.00% | 115,000 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 15 | 15 | 100.00% | 169 | Jun 30, 2024 |
Bank of the James Financial Group's largest new institutional shareholder by number of shares is COMMONWEALTH EQUITY SERVICES, LLC, purchased 10.23K shares, valued at $115.00K, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | - | - | - | -37,969 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -613 | -100.00% | - | Jun 30, 2024 |
Bank of the James Financial Group's largest sold out institutional shareholder by shares sold is RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC., sold -37.97K 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 | - | - | Mar 28, 2024 |
| UNIFIED SERIES TRUST | 0.00% | 8,800 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 190,204 | -28,120 | -12.88% | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 36,986 | -149 | -0.40% | Feb 29, 2024 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 2,500 | - | - | Mar 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 2,744 | - | - | Jan 31, 2024 |
| 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 |
| USAA MUTUAL FUNDS TRUST | 0.00% | 638 | - | - | Jan 31, 2024 |
| EQ ADVISORS TRUST | 0.00% | 625 | - | - | Mar 31, 2024 |
| iSHARES TRUST | 0.00% | 8,132 | -215 | -2.58% | Mar 31, 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 % |
|---|---|---|
| 30 Jun, 24 | 20 | - |
| 31 Mar, 24 | 20 | 5.26% |
| 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 | 13.64% |
| 30 Sep, 22 | 22 | -4.35% |
| 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 | -4.76% |
| 30 Sep, 18 | 21 | -4.55% |
| 30 Jun, 18 | 22 | 15.79% |
| 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 30 Jun 24, 20 institutions are holding Bank of the James Financial Group's shares, representing an increase of 0.00% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 924,987 | -4.68% |
| 31 Mar, 24 | 970,373 | 14.79% |
| 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 | -13.97% |
| 30 Sep, 22 | 1,175,290 | -10.53% |
| 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 | 0.18% |
| 30 Sep, 18 | 1,447,287 | -1.43% |
| 30 Jun, 18 | 1,468,220 | 5.60% |
| 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 924.99K shares outstanding as of 30 Jun 24, down -4.68% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 20.36% | 4.50% |
| 31 Mar, 24 | 21.27% | 6.14% |
| 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% | 3.38% |
| 30 Sep, 22 | 25.09% | 3.27% |
| 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% | 3.02% |
| 31 Dec, 20 | 30.70% | 3.08% |
| 30 Sep, 20 | 31.57% | 3.17% |
| 30 Jun, 20 | 31.55% | 3.08% |
| 31 Mar, 20 | 32.01% | 3.01% |
| 31 Dec, 19 | 32.61% | 2.99% |
| 30 Sep, 19 | 33.04% | 2.95% |
| 30 Jun, 19 | 33.48% | 3.05% |
| 31 Mar, 19 | 33.11% | 3.02% |
| 31 Dec, 18 | 33.11% | 3.03% |
| 30 Sep, 18 | 33.05% | 2.94% |
| 30 Jun, 18 | 33.53% | 3.33% |
| 31 Mar, 18 | 31.75% | 3.20% |
| 31 Dec, 17 | 31.50% | 2.55% |
| 30 Sep, 17 | 35.17% | 2.84% |
| 30 Jun, 17 | 35.22% | 3.11% |
| 31 Mar, 17 | 33.67% | 2.96% |
| 31 Dec, 16 | 33.72% | 3.43% |
| 30 Sep, 16 | 31.35% | 2.92% |
| 30 Jun, 16 | 32.78% | 3.46% |
| 31 Mar, 16 | 30.78% | 1.88% |
| 31 Dec, 15 | 40.44% | 26.92% |
| 30 Sep, 15 | 12.26% | 8.64% |
| 30 Jun, 15 | 11.91% | 10.99% |
| 31 Mar, 15 | 10.41% | 9.25% |
| 31 Dec, 14 | 10.61% | 13.17% |
| 30 Sep, 14 | 8.98% | 10.44% |
| 30 Jun, 14 | 9.27% | 11.78% |
| 31 Mar, 14 | 8.87% | 72.11% |
| 31 Dec, 13 | 3.51% | 34.58% |
| 30 Sep, 13 | 3.18% | 32.74% |
| 30 Jun, 13 | 3.12% | 783.36% |
| 31 Mar, 13 | 0.63% | 3274.57% |
| 31 Dec, 12 | 0.14% | 81.99% |
| 30 Sep, 12 | 0.41% | 2130.50% |
| 30 Jun, 12 | 0.14% | 711.74% |
| 31 Mar, 12 | 0.14% | - |
| 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 30 Jun 24, Bank of the James Financial Group is held by 20.36% institutional shareholders, representing a 4.50% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 8 | -11.11% |
| 31 Mar, 24 | 9 | -10.00% |
| 31 Dec, 23 | 10 | 25.00% |
| 30 Sep, 23 | 8 | 14.29% |
| 30 Jun, 23 | 7 | -30.00% |
| 31 Mar, 23 | 10 | -23.08% |
| 31 Dec, 22 | 13 | 62.50% |
| 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 | 100.00% |
| 30 Sep, 18 | 5 | -61.54% |
| 30 Jun, 18 | 13 | 85.71% |
| 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 | - |
8 institutional shareholders have increased their position in BOTJ stock as of 30 Jun 24 compared to 9 in the previous quarter (a -11.11% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 7 | 16.67% |
| 31 Mar, 24 | 6 | 100.00% |
| 31 Dec, 23 | 3 | -25.00% |
| 30 Sep, 23 | 4 | -42.86% |
| 30 Jun, 23 | 7 | 16.67% |
| 31 Mar, 23 | 6 | 20.00% |
| 31 Dec, 22 | 5 | 66.67% |
| 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 | 125.00% |
| 30 Jun, 18 | 4 | -33.33% |
| 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 | - | - |
7 institutional shareholders have reduced their position in BOTJ stock as of 30 Jun 24 compared to 6 in the previous quarter (a 16.67% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 20 | - | 924,987 | -4.68% | 20.36% | 4.50% | 8 | -11.11% | 7 | 16.67% |
| 31 Mar, 24 | 20 | 5.26% | 970,373 | 14.79% | 21.27% | 6.14% | 9 | -10.00% | 6 | 100.00% |
| 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 | -23.08% | 6 | 20.00% |
| 31 Dec, 22 | 25 | 13.64% | 1,011,049 | -13.97% | 21.30% | 3.38% | 13 | 62.50% | 5 | 66.67% |
| 30 Sep, 22 | 22 | -4.35% | 1,175,290 | -10.53% | 25.09% | 3.27% | 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% | 3.02% | 9 | 50.00% | 4 | -20.00% |
| 31 Dec, 20 | 19 | - | 1,332,675 | -2.71% | 30.70% | 3.08% | 6 | -14.29% | 5 | - |
| 30 Sep, 20 | 19 | 18.75% | 1,369,792 | 0.06% | 31.57% | 3.17% | 7 | 75.00% | 5 | - |
| 30 Jun, 20 | 16 | -23.81% | 1,368,972 | -1.63% | 31.55% | 3.08% | 4 | - | 5 | -28.57% |
| 31 Mar, 20 | 21 | -4.55% | 1,391,723 | -2.48% | 32.01% | 3.01% | 4 | -50.00% | 7 | - |
| 31 Dec, 19 | 22 | - | 1,427,147 | -1.34% | 32.61% | 2.99% | 8 | -11.11% | 7 | 40.00% |
| 30 Sep, 19 | 22 | 22.22% | 1,446,526 | -1.32% | 33.04% | 2.95% | 9 | 50.00% | 5 | 66.67% |
| 30 Jun, 19 | 18 | -10.00% | 1,465,925 | 1.12% | 33.48% | 3.05% | 6 | -33.33% | 3 | -25.00% |
| 31 Mar, 19 | 20 | - | 1,449,660 | -0.01% | 33.11% | 3.02% | 9 | -10.00% | 4 | 100.00% |
| 31 Dec, 18 | 20 | -4.76% | 1,449,870 | 0.18% | 33.11% | 3.03% | 10 | 100.00% | 2 | -77.78% |
| 30 Sep, 18 | 21 | -4.55% | 1,447,287 | -1.43% | 33.05% | 2.94% | 5 | -61.54% | 9 | 125.00% |
| 30 Jun, 18 | 22 | 15.79% | 1,468,220 | 5.60% | 33.53% | 3.33% | 13 | 85.71% | 4 | -33.33% |
| 31 Mar, 18 | 19 | 11.76% | 1,390,296 | 0.81% | 31.75% | 3.20% | 7 | -12.50% | 6 | 200.00% |
| 31 Dec, 17 | 17 | -10.53% | 1,379,170 | -10.43% | 31.50% | 2.55% | 8 | - | 2 | -50.00% |
| 30 Sep, 17 | 19 | 11.76% | 1,539,768 | -0.15% | 35.17% | 2.84% | 8 | 33.33% | 4 | -42.86% |
| 30 Jun, 17 | 17 | -10.53% | 1,542,007 | 4.60% | 35.22% | 3.11% | 6 | - | 7 | -12.50% |
| 31 Mar, 17 | 19 | - | 1,474,233 | -0.14% | 33.67% | 2.96% | 6 | -25.00% | 8 | 166.67% |
| 31 Dec, 16 | 19 | -9.52% | 1,476,258 | 7.55% | 33.72% | 3.43% | 8 | - | 3 | -40.00% |
| 30 Sep, 16 | 21 | 5.00% | 1,372,600 | -4.37% | 31.35% | 2.92% | 8 | 14.29% | 5 | 150.00% |
| 30 Jun, 16 | 20 | 5.26% | 1,435,390 | 6.50% | 32.78% | 3.46% | 7 | - | 2 | - |
| 31 Mar, 16 | 19 | 11.76% | 1,347,780 | -3.44% | 30.78% | 1.88% | 7 | -46.15% | 2 | - |
| 31 Dec, 15 | 17 | 30.77% | 1,395,758 | 235.97% | 40.44% | 26.92% | 13 | 225.00% | - | -100.00% |
| 30 Sep, 15 | 13 | 8.33% | 415,437 | 3.48% | 12.26% | 8.64% | 4 | - | 4 | 100.00% |
| 30 Jun, 15 | 12 | 20.00% | 401,456 | 3.98% | 11.91% | 10.99% | 4 | 33.33% | 2 | 100.00% |
| 31 Mar, 15 | 10 | -16.67% | 386,101 | 8.13% | 10.41% | 9.25% | 3 | -57.14% | 1 | - |
| 31 Dec, 14 | 12 | 9.09% | 357,078 | 7.48% | 10.61% | 13.17% | 7 | 40.00% | 1 | -50.00% |
| 30 Sep, 14 | 11 | 10.00% | 332,213 | 6.49% | 8.98% | 10.44% | 5 | 25.00% | 2 | 100.00% |
| 30 Jun, 14 | 10 | 25.00% | 311,967 | 4.50% | 9.27% | 11.78% | 4 | 33.33% | 1 | - |
| 31 Mar, 14 | 8 | - | 298,539 | 153.53% | 8.87% | 72.11% | 3 | 200.00% | - | -100.00% |
| 31 Dec, 13 | 8 | -11.11% | 117,752 | 10.28% | 3.51% | 34.58% | 1 | -75.00% | 2 | - |
| 30 Sep, 13 | 9 | 12.50% | 106,777 | 2.11% | 3.18% | 32.74% | 4 | -20.00% | - | -100.00% |
| 30 Jun, 13 | 8 | 166.67% | 104,569 | 394.30% | 3.12% | 783.36% | 5 | 400.00% | 1 | - |
| 31 Mar, 13 | 3 | 50.00% | 21,155 | 314.07% | 0.63% | 3274.57% | 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% | 711.74% | 1 | -50.00% | - | - |
| 31 Mar, 12 | 2 | - | 4,671 | - | 0.14% | - | 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. |
| CBAN | Colony Bankcorp, Inc. |
| MRBK | Meridian Corporation |
| COFS | ChoiceOne Financial Services, Inc. |
| BAFN | BayFirst Financial Corp. |
| OPOF | Old Point Financial Corporation |
| IROQ | IF Bancorp, Inc. |
| AMNB | American National Bankshares Inc. |
| HMNF | HMN Financial, Inc. |
| AFBI | Affinity Bancshares, Inc. |
| SMBC | Southern Missouri Bancorp, Inc. |
| CVCY | Central Valley Community Bancorp |
| TCFC | The Community Financial Corporation |
| NKSH | National Bankshares, Inc. |
| HFBL | Home Federal Bancorp, Inc. of Louisiana |
BOTJ Ownership FAQ
Who Owns Bank of the James Financial Group?
Bank of the James Financial Group is owned by institutional shareholders (20.36%), insiders (15.42%), and public (64.22%). The largest institutional shareholder of Bank of the James Financial Group is PETTYJOHN, WOOD & WHITE, INC (5.49% 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 15.89% of the company's share outstanding.
How many Bank of the James Financial Group shareholders are there?
As of Jun 2024, there are 20 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 249.4K shares of Bank of the James Financial Group, representing 5.49% of the company's total shares outstanding, valued at $2.81M (as of Jun 2024).
What percentage of Bank of the James Financial Group is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 192.58K shares of Bank of the James Financial Group (BOTJ), compromising 4.24% of the company, valued at $2.17M.
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 145.78K of the company's shares outstanding (worth $1.64M).