Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Bank of the James Financial Group, Inc., omfatter
Raymond James Financial Inc,
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class,
og
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
.
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato |
Kilde |
Investor |
|
Type |
Gennemsnitlig pris
(Øst) |
Aktier |
Δ Aktier
(%) |
Rapporteret
Værdi
($1000) |
Δ Værdi
(%) |
Port Alloc
(%) |
| 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 |
|
|
