Latest Institutional Transactions on Fiscal Note Holdings, Inc. (NOTE)
This table provides information on the latest institutional transactions involving Fiscal Note Holdings, Inc. (NOTE) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-22.6K- 52.69% |
$18.3K - $43.6K
|
20.3K
$12.2K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.15K+ 2.11% |
$932 - $2.22K
|
55.6K
$33.3K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.17K- 4.14% |
$948 - $2.26K
|
27.1K
$16.2K
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
181KNew |
$147K - $350K
|
181K
$109K
|
|
|
May 09, 2025
Q1 2025
|
Maso Capital Partners LTD
Hong Kong, K3 |
BUY
|
- |
6.64K+ 0.02% |
$5.38K - $12.8K
|
29.2M
$17.5M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
46+ 40.71% |
$37.3 - $88.8
|
159
$95.4
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1K+ 41.24% |
$810 - $1.93K
|
3.43K
$2.06K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
24.5KNew |
$19.9K - $47.3K
|
24.5K
$14.7K
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
99.1K+ 17.36% |
$80.3K - $191K
|
670K
$402K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36K+ 8.18% |
$29.1K - $69.4K
|
476K
$285K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
156K+ 3.66% |
$126K - $301K
|
4.42M
$2.65M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
190KNew |
$154K - $367K
|
190K
$114K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
50KNew |
$40.5K - $96.5K
|
50K
$30K
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
SELL
|
- |
-1.66K- 9.38% |
$1.34K - $3.2K
|
16K
$9.61K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
272+ 14.97% |
$220 - $525
|
2.09K
$1.25K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-75K- 71.87% |
$60.8K - $145K
|
29.3K
$17.6K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
55K+ 338.3% |
$44.5K - $106K
|
71.2K
$42.7K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
40.8KNew |
$33K - $78.6K
|
40.8K
$24.5K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-789- 40.61% |
$639 - $1.52K
|
1.15K
$692
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
19.7KNew |
$16K - $38K
|
19.7K
$11.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-258K- 24.8% |
$209K - $499K
|
784K
$470K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.7K+ 138.86% |
$32.2K - $76.7K
|
68.4K
$41K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.1KNew |
$2.51K - $5.98K
|
3.1K
$1.86K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-11K- 7.95% |
$8.87K - $21.1K
|
127K
$76.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.25KNew |
$1.01K - $2.41K
|
1.25K
$750
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-26.7K- 57.37% |
$21.6K - $51.5K
|
19.8K
$11.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
203KNew |
$165K - $392K
|
203K
$122K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.8K+ 7.1% |
$1.45K - $3.47K
|
27.1K
$16.2K
|
|
| Q4 2024 | |||||||
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
2.32K+ 4.02% |
$1.78K - $2.85K
|
59.9K
$36K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-546K- 95.97% |
$420K - $671K
|
22.9K
$13.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
11New |
$8.47 - $13.5
|
11
$6.6
|
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
48KNew |
$37K - $59K
|
48K
$28.8K
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
470New |
$362 - $578
|
470
$282
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
37.3KNew |
$28.7K - $45.9K
|
37.3K
$22.4K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
11.3KNew |
$13.2K - $22.7K
|
11.3K
$6.75K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
43.4K+ 2.56% |
$50.8K - $87.7K
|
1.74M
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
107KNew |
$125K - $216K
|
107K
$64.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
63New |
$73.7 - $127
|
63
$37.8
|
|
|
Nov 05, 2024
Q3 2024
|
Victory Capital Management Inc
|
BUY
|
- |
197+ 1.43% |
$230 - $398
|
13.9K
$8.37K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
272New |
$318 - $549
|
272
$163
|
|
|
Oct 24, 2024
Q3 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
213+ 343.55% |
$249 - $430
|
275
$165
|
|
| Q2 2024 | |||||||
|
Feb 07, 2025
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.16K+ 10.66% |
$2.42K - $3.33K
|
22.4K
$13.5K
|
|
|
Aug 14, 2024
Q2 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-1.64K- 27.35% |
$1.84K - $2.53K
|
4.36K
$2.62K
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
21.4KNew |
$23.9K - $32.9K
|
21.4K
$12.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
712New |
$797 - $1.1K
|
712
$427
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-77.4K- 1.85% |
$86.7K - $119K
|
4.1M
$2.46M
|
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
81KNew |
$90.7K - $125K
|
81K
$48.6K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
517New |
$579 - $796
|
517
$310
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
5.55KNew |
$6.21K - $8.55K
|
5.55K
$3.33K
|
|
| Q1 2024 | |||||||
|
Jun 02, 2025
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-80.7K- 71.64% |
$72.6K - $174K
|
31.9K
$19.2K
|
|