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FiscalNote (NOTE) Institutional Ownership

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$1.18 +0.01 (+0.85%)
(As of 11:15 AM ET)

Institutional Ownership Changes (13F Filings) for FiscalNote (NYSE:NOTE)

Current
Institutional Ownership
Percentage
54.31%
Number of
Institutional Buyers
(last 12 months)
13
Total
Institutional Inflows
(last 12 months)
$2.44M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$180.63K
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NOTE Institutional Buying and Selling by Quarter

FiscalNote Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/20/2024 Virtu Financial LLC36,801$47K0.0%N/A0.026%
11/19/2024 Barclays PLC86,286$110K0.0%+318.2%0.062%
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%
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%
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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, 29 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), Geode Capital Management LLC ($1.99M), Brown Advisory Inc. ($1.62M), State Street Corp ($1.62M), Stonehill Capital Management LLC ($995K), and AlphaCentric Advisors LLC ($728K).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 26 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), Stonehill Capital Management LLC ($777.29K), Marshall Wace LLP ($416.26K), Manatuck Hill Partners LLC ($300K), Victory Capital Management Inc. ($290.47K), AlphaCentric Advisors LLC ($200K), and International Assets Investment Management LLC ($154.25K).

How much institutional buying is happening at FiscalNote?

Institutional investors have bought a total of 4,807,923 shares in the last 24 months. This purchase volume represents approximately $10.49M in transactions.

Which FiscalNote major shareholders have been selling company stock?

The following institutional investors have sold FiscalNote stock in the last 24 months: Brown Advisory Inc. ($75.56K), Barclays PLC ($33.16K), PFG Investments LLC ($27K), Worth Venture Partners LLC ($22.30K), Bank of New York Mellon Corp ($18.06K), Rhumbline Advisers ($10.16K), and International Assets Investment Management LLC ($9.50K).

How much institutional selling is happening at FiscalNote?

Institutional investors have sold a total of 195,735 shares in the last 24 months. This volume of shares sold represents approximately $347.70K in transactions.



This page (NYSE:NOTE) was last updated on 12/26/2024 by MarketBeat.com Staff
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