Free Trial
→ The REAL Reason Trump is Invading Iran (From Banyan Hill Publishing) (Ad)tc pixel Free BOTJ Stock Alerts

Bank of the James Financial Group (BOTJ) Institutional Ownership

Bank of the James Financial Group logo
$23.39 -0.11 (-0.47%)
Closing price 04:00 PM Eastern
Extended Trading
$23.38 -0.01 (-0.04%)
As of 05:52 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 Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Bank of the James Financial Group (NASDAQ:BOTJ)

Current
Institutional Ownership
Percentage
18.50%
Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$5.12M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$466.11K
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2026 Krilogy Financial LLC28,900$653K0.0%-6.5%0.637%
4/16/2026 MontVue Capital Management Inc.12,527$258K0.2%-3.8%0.276%
2/17/2026Captrust Financial Advisors141,918$2.64M0.0%-0.8%0.000%
2/13/2026Fourthstone LLC321,908$5.98M1.1%+10.3%0.000%
2/11/2026Pettyjohn Wood & White Inc.251,382$4.67M0.7%-1.8%5.489%
2/11/2026LPL Financial LLC14,320$266K0.0%N/A0.313%
1/27/2026 Krilogy Financial LLC30,900$567K0.0%-7.9%0.000%
1/21/2026 Daytona Street Capital LLC157,866$2.93M2.0%N/A0.000%
11/14/2025Bridgeway Capital Management LLC36,238$565K0.0%+2.5%0.791%
11/7/2025Vanguard Group Inc.185,154$2.89M0.0%-3.9%4.043%
11/6/2025 Krilogy Financial LLC33,533$568K0.0%N/A0.732%
11/4/2025Atlantic Union Bankshares Corp6,000$94K0.0%N/A0.131%
9/4/2025Osaic Holdings Inc.5,083$71K0.0%-49.6%0.000%
8/14/2025Raymond James Financial Inc.1,948$27K0.0%N/A0.043%
8/14/2025Fourthstone LLC225,618$3.17M0.6%+27.2%0.000%
5/16/2025Empowered 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%
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%
5/11/2022BHZ 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%


BOTJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of BOTJ shares?

During the previous two years, 19 institutional investors and hedge funds held shares of Bank of the James Financial Group. The most heavily invested institutionals were Fourthstone LLC ($5.98M), Pettyjohn Wood & White Inc. ($4.67M), Daytona Street Capital LLC ($2.93M), Vanguard Group Inc. ($2.89M), Captrust Financial Advisors ($2.64M), Inspire Investing LLC ($1.11M), and Krilogy Financial LLC ($653K).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 14 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 ($166.49K), Daytona Street Capital LLC ($157.87K), Inspire Investing LLC ($74.06K), Pettyjohn Wood & White Inc. ($64.22K), Vanguard Group Inc. ($47.90K), Krilogy Financial LLC ($33.53K), and LPL Financial LLC ($14.32K).

How much institutional buying is happening at Bank of the James Financial Group?

Institutional investors have bought a total of 294,518 shares in the last 24 months. This purchase volume represents approximately $5.12M 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: Pettyjohn Wood & White Inc. ($9.48K), Vanguard Group Inc. ($7.43K), Osaic Holdings Inc. ($5.01K), Krilogy Financial LLC ($4.63K), Captrust Financial Advisors ($1.17K), and MontVue Capital Management Inc. ($500.00).

How much institutional selling is happening at Bank of the James Financial Group?

Institutional investors have sold a total of 28,225 shares in the last 24 months. This volume of shares sold represents approximately $466.11K in transactions.


Related Companies

This page (NASDAQ:BOTJ) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
Elon Unveils AI Passive Income Stream for Millions of Americans
During Tesla's last earnings call, Elon Musk outlined a new AI-driven approach he says could generate $30,000-...
InvestorPlace | Sponsoredtc pixel
Invest in SpaceX Before IPO
SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation...
NXT Wave Research | Sponsoredtc pixel
URGENT: $2 Gold Stock With Major Discovery
A $2 gold stock is said to quietly control what may be the largest gold deposit in the world - worth nearly $1...
Paradigm Press | Sponsoredtc pixel