Lpl Financial LLC Fiscal Note Holdings, Inc. Transaction History

Lpl Financial LLC

$246 Billion
Q1 2025

A detailed history of Lpl Financial LLC transactions in Fiscal Note Holdings, Inc. stock. As of the latest transaction made, Lpl Financial LLC holds 29,348 shares of NOTE stock, worth $17,608. This represents 0.0% of its overall portfolio holdings.

Number of Shares

29,348

Previous 104,348 71.87%

Holding current value

$17,608

Previous $111,000 79.28%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$0.81 - $1.93 $60,750 - $144,750	-75,000 Reduced 71.87%	29,348 $23,000
Q4 2024 Feb 11, 2025	BUY	$0.77 - $1.23 $57,750 - $92,250	75,000 Added 255.55%	104,348 $111,000
Q4 2023 Feb 14, 2024	SELL	$0.78 - $2.24 $7,800 - $22,400	-10,000 Reduced 25.41%	29,348 $33,000
Q3 2023 Nov 13, 2023	SELL	$1.87 - $4.34 $196,350 - $455,700	-105,000 Reduced 72.74%	39,348 $81,000
Q2 2023 Jul 31, 2023	BUY	$1.54 - $3.64 $177,100 - $418,600	115,000 Added 391.85%	144,348 $525,000
Q1 2023 May 10, 2023	BUY	$1.36 - $6.28 $39,913 - $184,305	29,348 New	29,348 $65,000

Others Institutions Holding NOTE

# of Institutions

104

Shares Held

55M

Call Options Held

446K

Put Options Held

166K

View Full List

About FiscalNote Holdings, Inc.

Ticker NOTE
Sector Technology
Industry Information Technology Services
Shares Outstandng 123,121,000
Market Cap $73.9M

More about NOTE

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Lpl Financial LLC Fiscal Note Holdings, Inc. Transaction History