Bank of the James Financial Group (BOTJ) Institutional Ownership $14.83 +0.38 (+2.66%) Closing price 08/22/2025 03:58 PM EasternExtended Trading$14.84 +0.00 (+0.01%) As of 08/22/2025 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendEarningsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Bank of the James Financial Group (NASDAQ:BOTJ)CurrentInstitutional OwnershipPercentage18.50%Number ofInstitutional Buyers(last 12 months)9TotalInstitutional Inflows(last 12 months)$3.48MNumber ofInstitutional Sellers(last 12 months)5TotalInstitutional Outflows(last 12 months)$680.09K Get BOTJ Insider Trade Alerts Want to know when executives and insiders are buying or selling Bank of the James Financial Group stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data BOTJ Institutional Buying and Selling by Quarter Bank of the James Financial Group Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/14/2025 Raymond James Financial Inc.1,948$27K0.0%N/A0.043% 8/14/2025 Fourthstone LLC225,618$3.17M0.6%+27.2%0.000% 5/16/2025 Empowered Funds LLC22,211$328K0.0%+7.8%0.485% 5/8/2025 Pettyjohn Wood & White Inc.257,046$3.80M0.7%-1.9%5.612% 2/17/2025 Bridgeway Capital Management LLC33,598$514K0.0%+2.9%0.735% 2/17/2025 Captrust Financial Advisors144,684$2.22M0.0%-0.7%3.166% 2/14/2025 Dimensional Fund Advisors LP28,466$436K0.0%+3.3%0.622% 2/13/2025 Fourthstone LLC161,046$2.56M0.5%+72.9%3.524% 2/12/2025 RFG Bristol Wealth Advisors LLC11,594$178K0.1%N/A0.254% 2/12/2025 WealthTrak Capital Management LLC2,200$34K0.0%N/A0.048% Get the Latest News and Ratings for BOTJ and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Bank of the James Financial Group and its competitors with MarketBeat's FREE daily newsletter. 2/5/2025 Pettyjohn Wood & White Inc.261,932$4.01M0.7%+2.5%5.732% 1/28/2025 Empowered Funds LLC20,598$315K0.0%+4.9%0.451% 1/17/2025 Inspire Investing LLC72,360$1.11M0.1%-2.3%1.583% 11/16/2024 Geode Capital Management LLC38,400$528K0.0%-6.9%0.840% 11/15/2024 Banc Funds Co. LLC23,029$316K0.0%-62.5%0.504% 11/14/2024 Fourthstone LLC93,119$1.28M0.3%+27.7%2.038% 11/6/2024 Empowered Funds LLC19,642$270K0.0%+5.0%0.430% 10/10/2024 Inspire Investing LLC74,058$1.02M0.1%N/A1.619% 8/9/2024 Dimensional Fund Advisors LP26,852$302K0.0%+46.8%0.587% 7/24/2024 MontVue Capital Management Inc.12,727$143K0.1%-9.9%0.278% 5/10/2024 Vanguard Group Inc.192,585$2.00M0.0%+33.1%4.210% 5/9/2024 Pettyjohn Wood & White Inc.253,963$2.63M0.5%+29.5%5.551% 5/7/2024 Empowered Funds LLC17,444$181K0.0%+7.6%0.382% 5/3/2024 MontVue Capital Management Inc.14,120$146K0.1%-14.9%0.309% 2/15/2024 Pettyjohn Wood & White Inc.196,107$2.36M0.5%-1.1%4.291% 2/15/2024BHZ Capital Management LP21,941$268K0.1%N/A0.480% 1/31/2024 MontVue Capital Management Inc.16,597$203K0.2%N/A0.363% 8/11/2023 Banc Funds Co. LLC105,086$956K0.1%-27.8%2.297% 8/8/2023 Salzhauer Michael18,990$173K0.2%-52.7%0.416% 8/2/2023 Fourthstone LLC18,435$168K0.0%N/A0.403% 7/27/2023EA Series Trust13,769$128K0.0%N/A0.301% 5/15/2023 Maltese Capital Management LLC85,884$903K0.3%-29.7%1.877% 5/3/2023 Krilogy Financial LLC35,000$368K0.0%-57.9%0.766% 4/25/2023 Pettyjohn Wood & White Inc.188,149$1.98M0.5%+1.6%4.117% 2/13/2023BHZ Capital Management LP44,572$531K0.2%+35.8%0.963% 2/13/2023 Banc Funds Co. LLC189,470$2.26M0.2%-2.5%4.092% 2/2/2023 Pettyjohn Wood & White Inc.185,123$2.28M0.6%+3.7%3.998% 10/25/2022Eidelman Virant Capital231,980$2.96M2.2%+1.1%4.929% 8/15/2022 Basswood Capital Management L.L.C.227,043$2.95M0.2%-24.6%4.789% 8/12/2022 Banc Funds Co. LLC168,741$2.19M0.2%-12.2%3.560% Market Panic: Trump Just Dropped a Bomb on Your Stocks (Ad)tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tariffs just lit the fuse. Millions of investors are blindsided as stocks plunge… but this is only Phase 1. If you're still holding the wrong assets, you could lose 30% or more in the coming weeks.Don't wait for the next drop to wipe you out. Get the FREE Guide Before Markets Open Tomorrow7/19/2022Eidelman Virant Capital229,480$2.87M2.1%-1.9%4.841% 5/11/2022 Banc Funds Co. LLC192,296$2.86M0.2%-1.4%4.056% 5/11/2022BHZ Capital Management LP30,842$459K0.2%+2.6%0.651% 4/22/2022 Truist Financial Corp14,060$210K0.0%-15.4%0.297% 4/22/2022 Pettyjohn Wood & White Inc.179,147$2.62M0.6%+1.7%3.779% 4/12/2022Eidelman Virant Capital233,880$3.48M1.9%-5.3%4.934% 2/1/2022Eidelman Virant Capital246,848$3.81M1.4%+6.0%5.208% 11/16/2021 Captrust Financial Advisors94,831$1.38M0.0%+10.0%2.000% 11/12/2021 Banc Funds Co. LLC208,844$3.01M0.2%-10.5%4.405% 11/5/2021 Truist Financial Corp22,584$326K0.0%+9.8%0.476% 11/4/2021BHZ Capital Management LP29,758$429K0.1%+15.0%0.628% 10/8/2021Eidelman Virant Capital232,873$3.36M1.3%+14.7%4.912% 8/17/2021 Basswood Capital Management L.L.C.317,110$5.07M0.2%-22.4%6.666% 8/13/2021 Renaissance Technologies LLC13,080$209K0.0%+25.8%0.275% 8/13/2021 Vanguard Group Inc.104,030$1.66M0.0%+729.1%2.187% 8/12/2021 Dimensional Fund Advisors LP12,591$201K0.0%+17.7%0.265% 8/12/2021 Banc Funds Co. LLC233,341$3.73M0.3%+8.1%4.905% (Data available from 1/1/2016 forward) BOTJ Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of BOTJ shares? During the previous two years, 15 institutional investors and hedge funds held shares of Bank of the James Financial Group. The most heavily invested institutionals were Pettyjohn Wood & White Inc. ($3.80M), Fourthstone LLC ($3.17M), Captrust Financial Advisors ($2.22M), Vanguard Group Inc. ($2.00M), Inspire Investing LLC ($1.11M), Geode Capital Management LLC ($528K), and Bridgeway Capital Management LLC ($514K).Learn more on Bank of the James Financial Group's institutional investors. What percentage of Bank of the James Financial Group's stock is owned by institutional investors? 18.50% of Bank of the James Financial Group's stock is owned by institutional investors. Learn more on BOTJ's institutional investor holdings. Which institutional investors have been buying Bank of the James Financial Group's stock? Of the 12 institutional investors that purchased Bank of the James Financial Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Fourthstone LLC ($136.36K), Inspire Investing LLC ($74.06K), Pettyjohn Wood & White Inc. ($64.22K), Vanguard Group Inc. ($47.90K), BHZ Capital Management LP ($21.94K), MontVue Capital Management Inc. ($16.60K), and RFG Bristol Wealth Advisors LLC ($11.59K). How much institutional buying is happening at Bank of the James Financial Group? Institutional investors have bought a total of 237,899 shares in the last 24 months. This purchase volume represents approximately $3.48M in transactions. Which of Bank of the James Financial Group's major shareholders have been selling company stock? The following institutional investors have sold Bank of the James Financial Group stock in the last 24 months: Banc Funds Co. LLC ($38.35K), Pettyjohn Wood & White Inc. ($4.89K), Geode Capital Management LLC ($2.84K), Inspire Investing LLC ($1.70K), and Captrust Financial Advisors ($949.00). How much institutional selling is happening at Bank of the James Financial Group? Institutional investors have sold a total of 48,717 shares in the last 24 months. This volume of shares sold represents approximately $680.09K in transactions. 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