BOTJ / Bank of the James Financial Group, Inc. - Kepemilikan Institusional - Pembeli

Bank of the James Financial Group, Inc.
US ˙ NasdaqCM ˙ US4702991088

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Bank of the James Financial Group, Inc. meliputi Raymond James Financial Inc, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class, dan DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium.

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 22,370 0.72 315 -4.27
2025-08-14 13F Fmr Llc 5 0
2025-08-14 13F Bank Of America Corp /de/ 40 21.21 1
2025-08-11 13F Empowered Funds, LLC 22,370 0.72 315 -4.27
2025-08-12 13F Dimensional Fund Advisors Lp 32,665 8.87 460 3.61
2025-08-14 13F Raymond James Financial Inc 1,948 27
2025-08-15 13F Morgan Stanley 3,585 126.18 50 117.39
2025-08-14 13F Bridgeway Capital Management Inc 35,370 0.45 498 -4.42
2025-08-12 13F Pettyjohn, Wood & White, Inc 257,061 0.01 3,617 -4.82
2025-08-06 13F RFG - Bristol Wealth Advisors, LLC 11,137 0.67 157 -4.29
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,653 9.79 80 17.91
2025-08-12 13F Proequities, Inc. 0 0
2025-08-08 13F Geode Capital Management, Llc 39,994 0.26 563 -4.58
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 308 4
2025-08-14 13F Fourthstone LLC 225,618 27.20 3,172 21.02
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,903 2.71 309 10.39
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 4,961 28.89 67 28.85
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 0
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista