Bank of the James Financial Group (BOTJ) Institutional Ownership $14.00 -0.26 (-1.82%) As of 07/3/2025 01:04 PM Eastern This is a fair market value 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)8TotalInstitutional Inflows(last 12 months)$2.87MNumber ofInstitutional Sellers(last 12 months)6TotalInstitutional Outflows(last 12 months)$695.78K 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 CompanyDetails5/16/2025Empowered Funds LLC22,211$328K0.0%+7.8%0.485% 5/8/2025Pettyjohn Wood & White Inc.257,046$3.80M0.7%-1.9%5.612% 2/17/2025Bridgeway Capital Management LLC33,598$514K0.0%+2.9%0.735% 2/17/2025Captrust Financial Advisors144,684$2.22M0.0%-0.7%3.166% 2/14/2025Dimensional Fund Advisors LP28,466$436K0.0%+3.3%0.622% 2/13/2025Fourthstone LLC161,046$2.56M0.5%+72.9%3.524% 2/12/2025RFG Bristol Wealth Advisors LLC11,594$178K0.1%N/A0.254% 2/12/2025WealthTrak Capital Management LLC2,200$34K0.0%N/A0.048% 2/5/2025Pettyjohn Wood & White Inc.261,932$4.01M0.7%+2.5%5.732% 1/28/2025Empowered Funds LLC20,598$315K0.0%+4.9%0.451% 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. 1/17/2025Inspire Investing LLC72,360$1.11M0.1%-2.3%1.583% 11/16/2024Geode Capital Management LLC38,400$528K0.0%-6.9%0.840% 11/15/2024Banc Funds Co. LLC23,029$316K0.0%-62.5%0.504% 11/14/2024Fourthstone LLC93,119$1.28M0.3%+27.7%2.038% 11/6/2024Empowered Funds LLC19,642$270K0.0%+5.0%0.430% 10/10/2024Inspire Investing LLC74,058$1.02M0.1%N/A1.619% 8/9/2024Dimensional Fund Advisors LP26,852$302K0.0%+46.8%0.587% 7/24/2024MontVue Capital Management Inc.12,727$143K0.1%-9.9%0.278% 5/10/2024Vanguard Group Inc.192,585$2.00M0.0%+33.1%4.210% 5/9/2024Pettyjohn Wood & White Inc.253,963$2.63M0.5%+29.5%5.551% 5/7/2024Empowered Funds LLC17,444$181K0.0%+7.6%0.382% 5/3/2024MontVue Capital Management Inc.14,120$146K0.1%-14.9%0.309% 2/15/2024Pettyjohn Wood & White Inc.196,107$2.36M0.5%-1.1%4.291% 2/15/2024BHZ Capital Management LP21,941$268K0.1%N/A0.480% 1/31/2024MontVue Capital Management Inc.16,597$203K0.2%N/A0.363% 8/11/2023Banc Funds Co. LLC105,086$956K0.1%-27.8%2.297% 8/8/2023Salzhauer Michael18,990$173K0.2%-52.7%0.416% 8/2/2023Fourthstone LLC18,435$168K0.0%N/A0.403% 7/27/2023EA Series Trust13,769$128K0.0%N/A0.301% 5/15/2023Maltese Capital Management LLC85,884$903K0.3%-29.7%1.877% 5/3/2023Krilogy Financial LLC35,000$368K0.0%-57.9%0.766% 4/25/2023Pettyjohn 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% 2/13/2023Banc Funds Co. LLC189,470$2.26M0.2%-2.5%4.092% 2/2/2023Pettyjohn 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% 8/15/2022Basswood Capital Management L.L.C.227,043$2.95M0.2%-24.6%4.789% 8/12/2022Banc Funds Co. LLC168,741$2.19M0.2%-12.2%3.560% 7/19/2022Eidelman Virant Capital229,480$2.87M2.1%-1.9%4.841% 5/11/2022Banc Funds Co. LLC192,296$2.86M0.2%-1.4%4.056% Presidential Bombshell: $150T Resource to Be Released as soon as this Summer? (Ad)Something extraordinary is happening in Washington. For the first time in over a century, a sitting President could release a national treasure that's been tied up in red tape, for generations. I'm talking about a $150 trillion American asset that's scattered across all 50 states. While the mainstream media focuses on political theater, this story is quietly developing behind closed doors.We recently interviewed Rickards to get the full story and understand how everyday Americans can pre5/11/2022BHZ Capital Management LP30,842$459K0.2%+2.6%0.651% 4/22/2022Truist Financial Corp14,060$210K0.0%-15.4%0.297% 4/22/2022Pettyjohn 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% 11/16/2021Captrust Financial Advisors94,831$1.38M0.0%+10.0%2.000% 11/12/2021Banc Funds Co. LLC208,844$3.01M0.2%-10.5%4.405% 11/5/2021Truist 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% 8/17/2021Basswood Capital Management L.L.C.317,110$5.07M0.2%-22.4%6.666% 8/13/2021Renaissance Technologies LLC13,080$209K0.0%+25.8%0.275% 8/13/2021Vanguard Group Inc.104,030$1.66M0.0%+729.1%2.187% 8/12/2021Dimensional Fund Advisors LP12,591$201K0.0%+17.7%0.265% 8/12/2021Banc Funds Co. LLC233,341$3.73M0.3%+8.1%4.905% 8/3/2021Pettyjohn Wood & White Inc.175,855$2.81M0.6%+10.0%3.694% 7/31/2021Eidelman Virant Capital203,057$3.23M1.2%-3.5%4.266% 5/13/2021Renaissance Technologies LLC10,400$147K0.0%N/A0.240% (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, 16 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 ($2.56M), 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 ($106.55K), 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 EA Series Trust ($13.77K). How much institutional buying is happening at Bank of the James Financial Group? Institutional investors have bought a total of 196,263 shares in the last 24 months. This purchase volume represents approximately $2.87M 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), MontVue Capital Management Inc. ($1.39K), 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 50,110 shares in the last 24 months. This volume of shares sold represents approximately $695.78K in transactions. Related Companies DCOMP Major Shareholders EFSCP Major Shareholders FRBA Major Shareholders GCBC Major Shareholders HTLFP Major Shareholders HBANP Major Shareholders HBANL Major Shareholders NTRSO Major Shareholders This page (NASDAQ:BOTJ) was last updated on 7/5/2025 by MarketBeat.com Staff From Our PartnersBanks aren’t ready for this altcoin—are you?Our expert analysts have identified a $100 billion gap in the crypto market. Only one project is perfectly ...Crypto 101 Media | SponsoredA new rule goes live in July — and the banks are quietly cashing inA little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Stre...American Alternative | SponsoredIs Elon's empire crumbling?The Tesla Shock Nobody Sees Coming While headlines scream "Tesla is doomed"... 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