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 81 institutions that hold shares in the stock, with a total of 53.6 Million shares, which have been reported (via 13F filing form) to have a value of $248 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
19,700
shares
|
$91,211
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oasis Management CO Ltd.
Grand Cayman, E9 |
Aug 14, 2025 Q2 2025 |
18,084
shares
|
$83,728
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
18,081
shares
|
$83,715
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
17,497
shares
|
$81,011
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
14,701
shares
|
$68,065
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
|
$65,283
0.0% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
13,736
shares
|
$63,597
0.0% of portfolio
|
Q2 2025
Reduced 58.96%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,344
shares
|
$61,782
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
13,078
shares
|
$60,551
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
11,273
shares
|
$52,193
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
7,849
shares
|
$36,340
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
5,549
shares
|
$25,691
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
5,549
shares
|
$25,691
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
2,089
shares
|
$9,672
0.0% of portfolio
|
Q1 2025
Added 14.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,611
shares
|
$7,458
0.0% of portfolio
|
Q2 2025
Reduced 95.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
334
shares
|
$1,546
0.0% of portfolio
|
Q2 2025
Reduced 16.92%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
333
shares
|
$1,541
0.0% of portfolio
|
Q2 2025
Reduced 99.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
300
shares
|
$1,389
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
102
shares
|
$472
0.0% of portfolio
|
Q3 2025
Reduced 99.36%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
21
shares
|
$97
0.0% of portfolio
|
Q2 2025
Added 90.91%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
1
shares
|
$4
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1
shares
|
$4
0.0% of portfolio
|
Q2 2025
Reduced 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|