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
|
|
|
|
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
|
|
|
|
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
|
|
|
|
4 |
|
0 |
|
|