BOTJ Institutional Ownership
Bank of the James Financial Group, Inc.
1W: +9.2%
1M: +10.3%
3M: +8.0%
YTD: +62.7%
1Y: +89.8%
3Y: +229.8%
5Y: +139.1%
$30.01
+0.02 (+0.07%)
Weekly Expected Move ±3.1%
$28
$29
$30
$31
$32
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — BOTJ
45
Institutional Holders
+15 vs prior quarter
0.0%
Ownership
+0.00pp
$37M
Total Invested
18
New Positions
12
Increased
9
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (47 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fourthstone LLC | 334,491 | $10M | -51,007 | -13.2% | 13Q | SEC ↗ |
| 2 | PETTYJOHN, WOOD & WHITE, INC | 218,859 | $7M | -5,400 | -2.4% | 50Q | SEC ↗ |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 159,256 | $5M | -516 | -0.3% | 2Q | SEC ↗ |
| 4 | CAPTRUST FINANCIAL ADVISORS | 143,977 | $4M | -3,333 | -2.3% | 35Q | SEC ↗ |
| 5 | Daytona Street Capital LLC | 79,078 | $2M | -78,045 | -49.7% | 3Q | SEC ↗ |
| 6 | North Reef Capital Management LP NEW | 50,132 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 42,202 | $1M | +6,747 | +19.0% | 16Q | SEC ↗ |
| 8 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 37,682 | $1M | +1,444 | +4.0% | 16Q | SEC ↗ |
| 9 | DIMENSIONAL FUND ADVISORS LP | 37,178 | $1M | +3,720 | +11.1% | 28Q | SEC ↗ |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 35,058 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 11 | RENAISSANCE TECHNOLOGIES LLC NEW | 30,177 | $906K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Empowered Funds, LLC | 24,682 | $741K | +1,444 | +6.2% | 13Q | SEC ↗ |
| 13 | BlackRock, Inc. | 24,219 | $727K | +13,422 | +124.3% | 8Q | SEC ↗ |
| 14 | VANGUARD FIDUCIARY TRUST CO | 23,976 | $720K | -1,861 | -7.2% | 2Q | SEC ↗ |
| 15 | FIRST MANHATTAN CO. LLC. | 22,311 | $670K | — | +0.0% | 15Q | SEC ↗ |
| 16 | LPL Financial LLC | 19,054 | $572K | +4,734 | +33.1% | 3Q | SEC ↗ |
| 17 | Krilogy Financial LLC | 18,900 | $567K | -10,000 | -34.6% | 4Q | SEC ↗ |
| 18 | Hillsdale Investment Management Inc. NEW | 17,000 | $510K | — | +0.0% | 1Q | SEC ↗ |
| 19 | MontVue Capital Management, Inc. | 13,297 | $399K | +770 | +6.1% | 11Q | SEC ↗ |
| 20 | ACADIAN ASSET MANAGEMENT LLC | 12,643 | $379K | +10,613 | +522.8% | 35Q | SEC ↗ |
| 21 | RFG - Bristol Wealth Advisors, LLC | 11,391 | $342K | +47 | +0.4% | 7Q | SEC ↗ |
| 22 | Fiduciary Trust Co NEW | 10,048 | $302K | — | +0.0% | 1Q | SEC ↗ |
| 23 | MARSHALL WACE, LLP NEW | 9,615 | $289K | — | +0.0% | 1Q | SEC ↗ |
| 24 | NORTHERN TRUST CORP NEW | 9,095 | $273K | — | +0.0% | 1Q | SEC ↗ |
| 25 | STATE STREET CORP NEW | 8,700 | $261K | — | +0.0% | 1Q | SEC ↗ |
| 26 | ENVESTNET ASSET MANAGEMENT INC NEW | 8,640 | $259K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Plancorp, LLC NEW | 8,250 | $248K | — | +0.0% | 1Q | SEC ↗ |
| 28 | WELLS FARGO & COMPANY/MN | 6,350 | $191K | +7 | +0.1% | 58Q | SEC ↗ |
| 29 | Atlantic Union Bankshares Corp | 6,000 | $180K | — | +0.0% | 4Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. NEW | 5,548 | $166K | — | +0.0% | 1Q | SEC ↗ |
| 31 | MORGAN STANLEY | 4,010 | $120K | -16 | -0.4% | 22Q | SEC ↗ |
| 32 | Vanguard Global Advisers, LLC | 2,910 | $87K | -1,921 | -39.8% | 2Q | SEC ↗ |
| 33 | Mirae Asset Global Investments Co., Lt NEW | 1,701 | $51K | — | +0.0% | 1Q | SEC ↗ |
| 34 | LOS ANGELES CAPITAL MANAGEMENT LLC NEW | 1,416 | $42K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Russell Investments Group, Ltd. NEW | 1,019 | $31K | — | +0.0% | 1Q | SEC ↗ |
| 36 | UBS Group AG | 853 | $26K | +793 | +1321.7% | 3Q | SEC ↗ |
| 37 | Farther Finance Advisors, LLC | 476 | $14K | — | +0.0% | 3Q | SEC ↗ |
| 38 | Integrated Wealth Concepts LLC NEW | 323 | $10K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Tower Research Capital LLC (TRC) | 304 | $9K | +161 | +112.6% | 24Q | SEC ↗ |
| 40 | JONES FINANCIAL COMPANIES LLLP | 300 | $9K | — | +0.0% | 8Q | SEC ↗ |
| 41 | JPMORGAN CHASE & CO NEW | 81 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 42 | BARCLAYS PLC NEW | 15 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 43 | FMR LLC | 5 | $0K | — | +0.0% | 5Q | SEC ↗ |
| 44 | Caitong International Asset Management NEW | 4 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 45 | SBI Securities Co., Ltd. | 2 | $0K | — | +0.0% | 7Q | SEC ↗ |
| 46 | BANK OF AMERICA CORP /DE | 0 | $0K | -4 | -100.0% | 7Q | SEC ↗ |
| 47 | CITIGROUP INC | 0 | $0K | -46 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| North Reef Capital Management LP | 50,132 | $2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 35,058 | $1M |
| RENAISSANCE TECHNOLOGIES LLC | 30,177 | $906K |
| Hillsdale Investment Management Inc | 17,000 | $510K |
| Fiduciary Trust Co | 10,048 | $302K |
| MARSHALL WACE, LLP | 9,615 | $289K |
| NORTHERN TRUST CORP | 9,095 | $273K |
| STATE STREET CORP | 8,700 | $261K |
| ENVESTNET ASSET MANAGEMENT INC | 8,640 | $259K |
| Plancorp, LLC | 8,250 | $248K |
| OSAIC HOLDINGS, INC. | 5,548 | $166K |
| Mirae Asset Global Investments Co., | 1,701 | $51K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 1,416 | $42K |
| Russell Investments Group, Ltd. | 1,019 | $31K |
| Integrated Wealth Concepts LLC | 323 | $10K |
| JPMORGAN CHASE & CO | 81 | $2K |
| BARCLAYS PLC | 15 | $0K |
| Caitong International Asset Managem | 4 | $0K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITIGROUP INC | 46 | $1K |
| BANK OF AMERICA CORP /DE | 4 | $0K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +13,422 | +124.3% | 24,219 |
| ACADIAN ASSET MANAGEMENT LLC | +10,613 | +522.8% | 12,643 |
| GEODE CAPITAL MANAGEMENT, LLC | +6,747 | +19.0% | 42,202 |
| LPL Financial LLC | +4,734 | +33.1% | 19,054 |
| DIMENSIONAL FUND ADVISORS LP | +3,720 | +11.1% | 37,178 |
| Empowered Funds, LLC | +1,444 | +6.2% | 24,682 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | +1,444 | +4.0% | 37,682 |
| UBS Group AG | +793 | +1321.7% | 853 |
| MontVue Capital Management, Inc. | +770 | +6.1% | 13,297 |
| Tower Research Capital LLC (TRC) | +161 | +112.6% | 304 |
| RFG - Bristol Wealth Advisors, LLC | +47 | +0.4% | 11,391 |
| WELLS FARGO & COMPANY/MN | +7 | +0.1% | 6,350 |
Biggest Decreases (9)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Daytona Street Capital LLC | -78,045 | -49.7% | 79,078 |
| Fourthstone LLC | -51,007 | -13.2% | 334,491 |
| Krilogy Financial LLC | -10,000 | -34.6% | 18,900 |
| PETTYJOHN, WOOD & WHITE, INC | -5,400 | -2.4% | 218,859 |
| CAPTRUST FINANCIAL ADVISORS | -3,333 | -2.3% | 143,977 |
| Vanguard Global Advisers, LLC | -1,921 | -39.8% | 2,910 |
| VANGUARD FIDUCIARY TRUST CO | -1,861 | -7.2% | 23,976 |
| VANGUARD CAPITAL MANAGEMENT LLC | -516 | -0.3% | 159,256 |
| MORGAN STANLEY | -16 | -0.4% | 4,010 |