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BOTJ - Bank of the James Stock Price, Fair Value and News
10.15
USD
+0.16
(+1.60%)
Market Closed
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BOTJ
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Funds-Owners-Holders
Which funds bought or sold BOTJ recently?
CSV
Date
sorted ascending
Fund Name
Type
% Portfolio
% Chg
$ Change
$ Held
# Shares
2024-04-22
Raymond James Financial Services Advisors, Inc.
NEW
Premium
Premium
Premium
Premium
37,969
2024-03-11
VANGUARD GROUP INC
ADDED
Premium
Premium
Premium
Premium
144,690
2024-02-14
BANK OF AMERICA CORP /DE/
NEW
Premium
Premium
Premium
Premium
2.00
2024-02-14
Fourthstone LLC
ADDED
Premium
Premium
Premium
Premium
107,154
2024-02-14
BHZ CAPITAL MANAGEMENT, LP
NEW
Premium
Premium
Premium
Premium
21,941
2024-02-14
Empowered Funds, LLC
ADDED
Premium
Premium
Premium
Premium
16,219
2024-02-14
CAPTRUST FINANCIAL ADVISORS
ADDED
Premium
Premium
Premium
Premium
127,975
2024-02-14
PETTYJOHN, WOOD & WHITE, INC
REDUCED
Premium
Premium
Premium
Premium
196,107
2024-02-14
BRIDGEWAY CAPITAL MANAGEMENT, LLC
ADDED
Premium
Premium
Premium
Premium
29,219
2024-02-14
SALZHAUER MICHAEL
UNCHANGED
Premium
Premium
Premium
Premium
18,990
2024-02-14
MALTESE CAPITAL MANAGEMENT LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-13
MORGAN STANLEY
ADDED
Premium
Premium
Premium
Premium
1,585
2024-02-13
ACADIAN ASSET MANAGEMENT LLC
UNCHANGED
Premium
Premium
Premium
Premium
2,139
2024-02-13
FIRST MANHATTAN CO. LLC.
UNCHANGED
Premium
Premium
Premium
Premium
22,311
2024-02-13
Tower Research Capital LLC (TRC)
REDUCED
Premium
Premium
Premium
Premium
490
2024-02-13
BlackRock Inc.
REDUCED
Premium
Premium
Premium
Premium
9,227
2024-02-13
GEODE CAPITAL MANAGEMENT, LLC
UNCHANGED
Premium
Premium
Premium
Premium
38,666
2024-02-13
BANC FUNDS CO LLC
UNCHANGED
Premium
Premium
Premium
Premium
68,443
2024-02-09
WELLS FARGO & COMPANY/MN
ADDED
Premium
Premium
Premium
Premium
6,377
2024-02-07
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-02-07
DIMENSIONAL FUND ADVISORS LP
UNCHANGED
Premium
Premium
Premium
Premium
17,244
2024-02-07
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
SOLD OFF
Premium
Premium
Premium
Premium
-
2024-01-31
MontVue Capital Management, Inc.
NEW
Premium
Premium
Premium
Premium
16,597
2023-07-27
EA Series Trust
NEW
Premium
Premium
Premium
Premium
13,769
Rows per page:
10
All
1–25 of 27
Which funds are the top buyers of BOTJ?
Fund Name
# Shares
$ Value
% Port.
Eidelman Virant Capital
231,980
2,957,000
2.17%
PETTYJOHN, WOOD & WHITE, INC
196,107
2,359,170
0.51%
VANGUARD GROUP INC
144,690
1,768,110
-
CAPTRUST FINANCIAL ADVISORS
127,975
1,545,660
-
Fourthstone LLC
107,154
1,309,420
0.26%
BANC FUNDS CO LLC
68,443
836,000
0.08%
GEODE CAPITAL MANAGEMENT, LLC
38,666
465,265
-
Raymond James Financial Services Advisors, Inc.
37,969
393,363
-
BRIDGEWAY CAPITAL MANAGEMENT, LLC
29,219
351,505
0.01%
Rows per page:
10
1–10 of 27
Which funds have put a big percent of portfolio in BOTJ?
Fund Name
$ Value
% Port.
Eidelman Virant Capital
2,957,000
2.17%
PETTYJOHN, WOOD & WHITE, INC
2,359,170
0.51%
Fourthstone LLC
1,309,420
0.26%
MontVue Capital Management, Inc.
202,815
0.20%
SALZHAUER MICHAEL
232,058
0.20%
BHZ CAPITAL MANAGEMENT, LP
268,119
0.14%
BANC FUNDS CO LLC
836,000
0.08%
BRIDGEWAY CAPITAL MANAGEMENT, LLC
351,505
0.01%
Raymond James Financial Services Advisors, Inc.
393,363
-
Rows per page:
10
1–10 of 27
Trend of No. of funds that hold BOTJ
Changes in Positions
Investor Breakout
Investor Churn (# Increased Holdings)
New Buys
Fund Name
$ Bought
Raymond James Financial Services Advisors, Inc.
393,363
BHZ CAPITAL MANAGEMENT, LP
268,119
MontVue Capital Management, Inc.
202,815
EA Series Trust
127,776
BANK OF AMERICA CORP /DE/
24.00
Additions
Fund Name
% Increased
Fourthstone LLC
17.74
Empowered Funds, LLC
9.04
BRIDGEWAY CAPITAL MANAGEMENT, LLC
4.82
BRIDGEWAY CAPITAL MANAGEMENT, LLC
4.82
CAPTRUST FINANCIAL ADVISORS
2.2
Eidelman Virant Capital
1.09
WELLS FARGO & COMPANY/MN
0.09
MORGAN STANLEY
0.06
Reductions
Fund Name
% Reduced
Tower Research Capital LLC (TRC)
-11.39
BlackRock Inc.
-1.14
PETTYJOHN, WOOD & WHITE, INC
-1.13
Sold off
Fund Name
$ Sold
MALTESE CAPITAL MANAGEMENT LLC
-322,907
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
-
CARY STREET PARTNERS INVESTMENT ADVISORY LLC
-3,731