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Get Institutions for : 
Bank Of The James Financial Group Inc (BOTJ)  
$10.95 0.10 (0.92%) as of 4:30 Thu 5/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    0
Total shares held : 
 845,376  
% of shares held : 
 19.31%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 10,022  
% of shares held change : 
   0.23%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $10.44  
Last Quarter's Ending Price : 
 $12.22  
Last Quarter's Average Price : 
 $10.41  
Change from last quarter's     
avg. price to the last closing  : 
0.54 (5.19%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 21,943
 2.6%
 
Increased Positions :
7
 21,602
 2.56%
 
Unchanged Positions :
8
 184,390
 21.81%
 
Decreased Positions :
3
-2,406
-0.28%
 
Closed Positions :
2
-31,117
-3.68%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PETTYJOHN CO 48 - 2024-03-31 253,963 $2,631,000 57,856
   VANGUARD GROUP INC 3594 - 2024-03-31 192,585 $1,995,000 47,895
   CAPTRUST FINANCIAL ADVISORS 907 - 2024-03-31 149,064 $1,544,000 21,089
   Fourthstone LLC 26 - 2024-03-31 74,166 $768,000 -32,988
   BANC FUNDS CO LLC 99 - 2024-03-31 68,443 $709,000 0
   GEODE CAPITAL MANAGEMENT LLC 3690 - 2024-03-31 38,666 $401,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2668 *New 2024-03-31 37,969 $393,000 37,969
   BRIDGEWAY CAPITAL MANAGEMENT INC 1028 - 2024-03-31 30,444 $315,000 1,225
   FIRST MANHATTAN CO 626 - 2024-03-31 22,311 $231,000 0
   SALZHAUER MICHAEL 75 - 2024-03-31 18,990 $197,000 0
   DIMENSIONAL FUND ADVISORS INC 3195 - 2024-03-31 18,296 $190,000 1,052
   Empowered Funds LLC 1317 - 2024-03-31 17,444 $181,000 1,225
   MontVue Capital Management Inc. 46 - 2024-03-31 14,120 $146,000 -2,477
   Context BH Capital Management LP 39 - 2024-03-31 13,255 $137,000 -8,686
   EA Series Trust 1091 - 2023-06-30 13,769 $128,000 0
   BLACKROCK INC. 4432 - 2024-03-31 9,012 $93,000 -215
   WELLS FARGO & CO/MN 4568 - 2024-03-31 6,373 $66,000 -4
   ACADIAN ASSET MANAGEMENT LLC 1481 - 2024-03-31 2,139 $22,000 0
   MORGAN STANLEY 6320 - 2024-03-31 1,584 $16,000 -1
   TOWER RESEARCH CAPITAL LLC 3738 - 2024-03-31 936 $10,000 446
   UBS Group AG 6260 *New 2024-03-31 613 $6,000 613
   BANK OF AMERICA CORP /DE/ 6263 *Closed 2024-03-31 0 $0 -2
   PROEQUITIES INC. 9988 - 2024-03-31 0 $0 0
  23 Records found
  1    
  Page 1 of 1
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