Bank of the James Financial Group, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PETTYJOHN, WOOD & WHITE, INC | 02/05/2025 | 261,932 | $4.01 M | 2.49% | 5.77% |
| VANGUARD GROUP INC | 02/11/2025 | 192,585 | $2.95 M | 0.00% | 4.24% |
| FOURTHSTONE LLC | 02/13/2025 | 161,046 | $2.56 M | 72.95% | 3.54% |
| CAPTRUST FINANCIAL ADVISORS | 02/14/2025 | 144,684 | $2.22 M | -0.65% | 3.18% |
| INSPIRE INVESTING, LLC | 01/17/2025 | 72,360 | $1.11 M | -2.29% | 1.59% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 38,316 | $586,811 | -0.22% | 0.84% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 33,598 | $514,385 | 2.93% | 0.74% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 28,466 | $435,814 | 3.31% | 0.63% |
| FIRST MANHATTAN CO. LLC. | 02/14/2025 | 22,311 | $354,076 | 0.00% | 0.49% |
| EMPOWERED FUNDS, LLC | 01/28/2025 | 20,598 | $315,355 | 4.87% | 0.45% |
| SALZHAUER MICHAEL | 02/13/2025 | 18,990 | $301,371 | 0.00% | 0.42% |
| MONTVUE CAPITAL MANAGEMENT, INC. | 01/29/2025 | 12,727 | $201,978 | 0.00% | 0.28% |
| 02/12/2025 | 11,594 | $177,511 | 100.00% | 0.26% | |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 10,364 | $164,477 | 0.07% | 0.23% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 6,342 | $100,651 | 0.00% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 5,010 | $79,512 | 1,008.41% | 0.11% |
| 02/12/2025 | 2,200 | $33,682 | 100.00% | 0.05% | |
| ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 2,139 | $32,000 | 0.00% | 0.05% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 347 | $5,507 | 1.17% | 0.01% |
| JONES FINANCIAL COMPANIES LLLP | 02/06/2025 | 300 | $4,593 | 0.00% | 0.01% |
| 02/06/2025 | 1 | $16 | 100.00% | 0.00% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 0 | $0 | -100.00% | 0.00% |
| BANC FUNDS CO LLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Bank of the James Financial Group, Inc. institutional Ownership - FAQ's
During the previous two years, 33 institutional investors and hedge funds held shares of Bank of the James Financial Group, Inc.. The most heavily invested institutionals were:
PETTYJOHN, WOOD & WHITE, INC: 261,932
VANGUARD GROUP INC: 192,585
Fourthstone LLC: 161,046
CAPTRUST FINANCIAL ADVISORS: 144,684
Inspire Investing, LLC: 72,360
GEODE CAPITAL MANAGEMENT, LLC: 38,316
23.06% of Bank of the James Financial Group, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 1.42 M shares in the last 24 months. This purchase volume represents approximately $21.57 M in transactions.