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FiscalNote (NOTE) Institutional Ownership

+0.02 (+1.10%)
(As of 07/19/2024 ET)

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

Institutional Ownership
Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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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
5/10/2024Vanguard Group Inc.4,157,496$5.53M0.0%+0.3%3.173%
4/22/2024PFG Investments LLC46,000$61K0.0%N/A0.035%
4/11/2024International Assets Investment Management LLC109,200$136K0.0%+51.5%0.083%
2/8/2024Brown Advisory Inc.1,420,239$1.62M0.0%-5.1%1.099%
1/24/2024International Assets Investment Management LLC82,194$94K0.0%+196.7%0.064%
11/15/2023Worth Venture Partners LLC22,372$47K0.0%-49.9%0.017%
11/6/2023Victory Capital Management Inc.301,506$627K0.0%+2,632.3%0.234%
11/3/2023Certuity LLC37,500$78K0.0%N/A0.029%
10/30/2023Harel 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%
10/4/2023International Assets Investment Management LLC27,700$58K0.0%+123.4%0.022%
9/21/2023Barclays PLC12,362$44K0.0%-72.8%0.010%
8/14/2023Manatuck Hill Partners LLC800,000$2.91M1.4%+60.0%0.597%
8/8/2023AlphaCentric Advisors LLC200,000$728K0.4%N/A0.149%
8/4/2023American International Group Inc.29,971$109K0.0%N/A0.022%
7/31/2023LPL Financial LLC144,348$525K0.0%+391.8%0.108%
7/31/2023Brown Advisory Inc.1,495,803$5.45M0.0%+29.9%1.117%
7/27/2023Virtu Financial LLC54,669$199K0.0%N/A0.041%
7/20/2023International Assets Investment Management LLC12,400$45K0.0%N/A0.009%
7/20/2023Tiedemann Advisors LLC69,000$251K0.0%+27.8%0.052%
5/10/2023Connor Clark & Lunn Investment Management Ltd.27,154$61K0.0%N/A0.020%
5/8/2023Brown Advisory Inc.1,151,194$2.57M0.0%N/A0.861%
5/3/2023Jump Financial LLC57,327$128K0.0%N/A0.043%
4/28/2023Klingenstein Fields & Co. LP119,931$267K0.0%N/A0.090%
4/27/2023Tiedemann Advisors LLC54,000$120K0.0%+237.5%0.040%
11/14/2022NEA Management Company LLC1,694,323$8.63M0.4%N/A1.395%
11/14/2022Regal Partners Ltd333,085$2.12M0.4%N/A0.274%
11/14/2022Comprehensive Financial Management LLC1,010,988$6.44M0.2%N/A0.832%
11/10/2022Accomplice Management LLC201,554$1.28M3.2%N/A0.166%
11/7/2022Virtu 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, 24 institutional investors and hedge funds held shares of FiscalNote. The most heavily invested institutionals were NEA Management Company LLC ($8.63M), Comprehensive Financial Management LLC ($6.44M), Vanguard Group Inc. ($5.53M), Manatuck Hill Partners LLC ($2.91M), Regal Partners Ltd ($2.12M), Brown Advisory Inc. ($1.62M), and Accomplice Management LLC ($1.28M).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 22 institutional investors that purchased FiscalNote stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NEA Management Company LLC ($1.69M), Brown Advisory Inc. ($1.50M), Comprehensive Financial Management LLC ($1.01M), Regal Partners Ltd ($333.09K), Manatuck Hill Partners LLC ($300K), Victory Capital Management Inc. ($290.47K), and Accomplice Management LLC ($201.55K).

How much institutional buying is happening at FiscalNote?

Institutional investors have bought a total of 6,420,465 shares in the last 24 months. This purchase volume represents approximately $29.12M 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), and Worth Venture Partners LLC ($22.30K).

How much institutional selling is happening at FiscalNote?

Institutional investors have sold a total of 131,021 shares in the last 24 months. This volume of shares sold represents approximately $253.22K in transactions.

This page (NYSE:NOTE) was last updated on 7/21/2024 by Staff

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