Institutional Ownership Fiscal Note Holdings, Inc. (NOTE)
This table provides information about the institutional ownership of Fiscal Note Holdings, Inc. (NOTE). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 54.1 Million shares, which have been reported (via 13F filing form) to have a value of $221 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
19,825
shares
|
$81,084
0.0% of portfolio
|
Q1 2025
Reduced 57.37%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
19,700
shares
|
$80,573
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oasis Management CO Ltd.
Grand Cayman, E9 |
Aug 14, 2025 Q2 2025 |
18,084
shares
|
$73,963
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
18,081
shares
|
$73,951
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
17,497
shares
|
$71,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
16,029
shares
|
$65,558
0.0% of portfolio
|
Q2 2025
Added 1288.99%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
14,701
shares
|
$60,127
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2025 Q2 2025 |
14,100
shares
|
$57,669
0.0% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
13,736
shares
|
$56,180
0.0% of portfolio
|
Q2 2025
Reduced 58.96%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,344
shares
|
$54,576
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
13,078
shares
|
$53,489
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
11,273
shares
|
$46,106
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
7,849
shares
|
$32,102
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
5,549
shares
|
$22,695
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
5,549
shares
|
$22,695
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,425
shares
|
$14,008
0.0% of portfolio
|
Q1 2025
Added 41.24%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
3,100
shares
|
$12,679
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
2,089
shares
|
$8,544
0.0% of portfolio
|
Q1 2025
Added 14.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,611
shares
|
$6,588
0.0% of portfolio
|
Q2 2025
Reduced 95.44%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
1,134
shares
|
$4,638
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
334
shares
|
$1,366
0.0% of portfolio
|
Q2 2025
Reduced 16.92%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
333
shares
|
$1,361
0.0% of portfolio
|
Q2 2025
Reduced 99.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
300
shares
|
$1,227
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
31
shares
|
$126
0.0% of portfolio
|
Q2 2025
Added 19.23%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
21
shares
|
$85
0.0% of portfolio
|
Q2 2025
Added 90.91%
|