FiscalNote (NOTE) Institutional Ownership $1.10 -0.05 (-3.95%) As of 12:11 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrends Institutional Ownership Changes (13F Filings) for FiscalNote (NYSE:NOTE)CurrentInstitutional OwnershipPercentage54.31%Number ofInstitutional Buyers(last 12 months)26TotalInstitutional Inflows(last 12 months)$4.48MNumber ofInstitutional Sellers(last 12 months)7TotalInstitutional Outflows(last 12 months)$1.09M Get NOTE Insider Trade Alerts Want to know when executives and insiders are buying or selling FiscalNote stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data NOTE Institutional Buying and Selling by Quarter FiscalNote Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/17/2025 Wolverine Trading LLC34,137$39K0.0%+95.1%0.024% 2/17/2025 Squarepoint Ops LLC81,764$87K0.0%N/A0.058% 2/17/2025 Deutsche Bank AG139,997$150K0.0%+425.0%0.099% 2/17/2025 Bridgeway Capital Management LLC235,100$252K0.0%-21.8%0.166% 2/17/2025 Bank of America Corp DE49,042$52K0.0%+51.5%0.035% 2/17/2025 Ameriprise Financial Inc.258,331$276K0.0%-55.0%0.183% 2/14/2025 Northern Trust Corp564,004$603K0.0%+7.9%0.399% 2/13/2025 Marshall Wace LLP22,899$25K0.0%-96.0%0.016% 2/13/2025 NewEdge Advisors LLC35,000$37K0.0%+250.0%0.025% 2/13/2025 Mariner LLC35,662$38K0.0%+85.3%0.025% Get the Latest News and Ratings for NOTE and Related StocksEnter your email address below to receive the latest news and analysts' ratings for FiscalNote and its competitors with MarketBeat's FREE daily newsletter. 2/13/2025 Barclays PLC99,341$106K0.0%+15.1%0.070% 2/13/2025 Kennedy Capital Management LLC2,272,722$2.43M0.1%+154.9%1.609% 2/13/2025 Envestnet Asset Management Inc.28,621$31K0.0%+27.0%0.020% 2/13/2025 Wells Fargo & Company MN29,315$31K0.0%+58.0%0.021% 2/12/2025 Geode Capital Management LLC1,576,432$1.69M0.0%+1.6%1.116% 2/11/2025 LPL Financial LLC104,348$112K0.0%+255.6%0.074% 2/11/2025 Virtu Financial LLC54,432$58K0.0%+47.9%0.039% 1/31/2025 Fortis Group Advisors LLC48,000$51K0.0%N/A0.034% 1/22/2025 PFG Investments LLC46,500$50K0.0%+144.7%0.033% 1/17/2025 SG Americas Securities LLC25,285$27K0.0%+83.2%0.018% 1/15/2025 Arkadios Wealth Advisors37,289$40K0.0%N/A0.026% 11/20/2024 Virtu Financial LLC36,801$47K0.0%N/A0.026% 11/19/2024 Barclays PLC86,286$110K0.0%+318.2%0.061% 11/16/2024 Geode Capital Management LLC1,550,931$1.99M0.0%+7.5%1.112% 11/15/2024 Barclays PLC86,286$110K0.0%+318.2%0.062% 11/15/2024 State Street Corp1,261,429$1.62M0.0%+1.4%0.904% 11/15/2024 Stonehill Capital Management LLC777,286$995K0.6%N/A0.557% 11/12/2024 Charles Schwab Investment Management Inc.566,144$725K0.0%+4.0%0.406% 10/22/2024 International Assets Investment Management LLC134,656$172K0.0%+35.1%0.100% 8/15/2024 AQR Capital Management LLC17,695$26K0.0%N/A0.013% 8/14/2024 Squarepoint Ops LLC149,490$218K0.0%+181.9%0.111% 8/14/2024 Marshall Wace LLP416,259$608K0.0%N/A0.310% 8/7/2024 PFG Investments LLC19,000$28K0.0%-58.7%0.014% 8/1/2024 Rhumbline Advisers54,729$80K0.0%-15.7%0.041% 7/30/2024 International Assets Investment Management LLC99,700$146K0.0%-8.7%0.074% 7/26/2024 Bank of New York Mellon Corp154,781$226K0.0%-10.4%0.115% 5/14/2024 Natixis30,000$40K0.0%N/A0.023% 5/10/2024 Vanguard Group Inc.4,157,496$5.53M0.0%+0.3%3.173% 4/22/2024 PFG Investments LLC46,000$61K0.0%N/A0.035% 4/11/2024 International Assets Investment Management LLC109,200$136K0.0%+51.5%0.083% Your Wealth is Under Attack (Ad)Please don't wait—this is your moment to take action. Download your Wealth Protection Guide now, claim your free gift, and see how Trump's victory could spark major gains for gold.Click here now to see how to stop them in their tracks!2/8/2024 Brown Advisory Inc.1,420,239$1.62M0.0%-5.1%1.099% 1/24/2024 International Assets Investment Management LLC82,194$94K0.0%+196.7%0.064% 11/15/2023 Worth Venture Partners LLC22,372$47K0.0%-49.9%0.017% 11/6/2023 Victory Capital Management Inc.301,506$627K0.0%+2,632.3%0.234% 11/3/2023 Certuity LLC37,500$78K0.0%N/A0.029% 10/30/2023 Harel Insurance Investments & Financial Services Ltd.136,868$277K0.0%N/A0.106% 10/13/2023 SG Americas Securities LLC23,563$49K0.0%N/A0.018% 10/4/2023 International Assets Investment Management LLC27,700$58K0.0%+123.4%0.022% 9/21/2023 Barclays PLC12,362$44K0.0%-72.8%0.010% 8/14/2023 Manatuck Hill Partners LLC800,000$2.91M1.4%+60.0%0.597% 8/8/2023 AlphaCentric Advisors LLC200,000$728K0.4%N/A0.149% 8/4/2023 American International Group Inc.29,971$109K0.0%N/A0.022% 7/31/2023 LPL Financial LLC144,348$525K0.0%+391.8%0.108% 7/31/2023 Brown Advisory Inc.1,495,803$5.45M0.0%+29.9%1.117% 7/27/2023 Virtu Financial LLC54,669$199K0.0%N/A0.041% 7/20/2023 International Assets Investment Management LLC12,400$45K0.0%N/A0.009% 7/20/2023Tiedemann Advisors LLC69,000$251K0.0%+27.8%0.052% 5/10/2023 Connor Clark & Lunn Investment Management Ltd.27,154$61K0.0%N/A0.020% 5/8/2023 Brown Advisory Inc.1,151,194$2.57M0.0%N/A0.861% 5/3/2023 Jump Financial LLC57,327$128K0.0%N/A0.043% 4/28/2023 Klingenstein Fields & Co. LP119,931$267K0.0%N/A0.090% 4/27/2023Tiedemann Advisors LLC54,000$120K0.0%+237.5%0.040% 11/14/2022 NEA Management Company LLC1,694,323$8.63M0.4%N/A1.395% 11/14/2022 Regal Partners Ltd333,085$2.12M0.4%N/A0.274% 11/14/2022 Comprehensive Financial Management LLC1,010,988$6.44M0.2%N/A0.832% 11/10/2022Accomplice Management LLC201,554$1.28M3.2%N/A0.166% 11/7/2022 Virtu Financial LLC12,632$80K0.0%N/A0.010% 10/28/2022Tiedemann Advisors LLC18,479$118K0.0%N/A0.015% (Data available from 1/1/2016 forward) NOTE Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of NOTE shares? During the previous two years, 42 institutional investors and hedge funds held shares of FiscalNote. The most heavily invested institutionals were Vanguard Group Inc. ($5.53M), Manatuck Hill Partners LLC ($2.91M), Kennedy Capital Management LLC ($2.43M), Geode Capital Management LLC ($1.69M), Brown Advisory Inc. ($1.62M), State Street Corp ($1.62M), and Stonehill Capital Management LLC ($995K).Learn more on NOTE's institutional investors. What percentage of FiscalNote stock is owned by institutional investors? 54.31% of FiscalNote stock is owned by institutional investors. Learn more on NOTE's institutional investor holdings. Which institutional investors have been buying FiscalNote stock? Of the 37 institutional investors that purchased FiscalNote stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brown Advisory Inc. ($1.50M), Kennedy Capital Management LLC ($1.38M), Stonehill Capital Management LLC ($777.29K), Marshall Wace LLP ($416.26K), Manatuck Hill Partners LLC ($300K), Victory Capital Management Inc. ($290.47K), and AlphaCentric Advisors LLC ($200K). How much institutional buying is happening at FiscalNote? Institutional investors have bought a total of 6,772,370 shares in the last 24 months. This purchase volume represents approximately $12.59M in transactions. Which FiscalNote major shareholders have been selling company stock? Of the 10 institutional investors that sold FiscalNote stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Marshall Wace LLP ($545.91K), Ameriprise Financial Inc. ($315.27K), Brown Advisory Inc. ($75.56K), Bridgeway Capital Management LLC ($65.40K), Barclays PLC ($33.16K), PFG Investments LLC ($27K), and Worth Venture Partners LLC ($22.30K). How much institutional selling is happening at FiscalNote? Institutional investors have sold a total of 1,122,316 shares in the last 24 months. This volume of shares sold represents approximately $1.34M in transactions. 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