FiscalNote (NOTE) Institutional Ownership

$1.37
+0.10 (+7.87%)
(As of 04/26/2024 ET)

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

Current
Institutional Ownership
Percentage
54.31%
Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$8.14M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$253.22K
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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
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%
11/15/2023Worth 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%
10/13/2023SG Americas Securities LLC23,563$49K0.0%N/A0.018%
10/4/2023 International Assets Investment Management LLC27,700$58K0.0%+123.4%0.022%
9/21/2023Barclays PLC12,362$44K0.0%-72.8%0.010%
8/14/2023Manatuck Hill Partners LLC800,000$2.91M1.4%+60.0%0.597%
8/8/2023 AlphaCentric 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%
7/31/2023 Brown Advisory Inc.1,495,803$5.45M0.0%+29.9%1.117%
7/27/2023Virtu Financial LLC54,669$199K0.0%N/A0.041%
7/20/2023 International Assets Investment Management LLC12,400$45K0.0%N/A0.009%
7/20/2023Tiedemann Advisors LLC69,000$251K0.0%+27.8%0.052%
5/10/2023Connor 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%
5/3/2023Jump 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, 22 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), Manatuck Hill Partners LLC ($2.91M), Regal Partners Ltd ($2.12M), Brown Advisory Inc. ($1.62M), Accomplice Management LLC ($1.28M), 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 20 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 6,377,612 shares in the last 24 months. This purchase volume represents approximately $29.07M 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 4/28/2024 by MarketBeat.com Staff

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