Purchases and Sales Made in Q1 2025 in Fiscal Note Holdings, Inc. (NOTE)
This table provides information about the institutional ownership of Fiscal Note Holdings, Inc. (NOTE) during Q1 2025. The information is specifically focused on institutions that hold shares of FiscalNote Holdings, Inc..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
276K+ 77.35% |
$224K - $533K
|
633K
$380K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
264KNew |
$214K - $510K
|
264K
$159K
|
|
May 13, 2025
Q1 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
225K+ 14.26% |
$182K - $434K
|
1.8M
$1.08M
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
203KNew |
$165K - $392K
|
203K
$122K
|
|
May 15, 2025
Q1 2025
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
200KNew |
$162K - $386K
|
200K
$120K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
190KNew |
$154K - $367K
|
190K
$114K
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
181KNew |
$147K - $350K
|
181K
$109K
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
156K+ 3.66% |
$126K - $301K
|
4.42M
$2.65M
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
100KNew |
$81.3K - $194K
|
100K
$60.2K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
99.1K+ 17.36% |
$80.3K - $191K
|
670K
$402K
|
|
May 14, 2025
Q1 2025
|
Peak6 LLC
Chicago, IL |
BUY
|
- |
76.7K+ 57.21% |
$62.2K - $148K
|
211K
$127K
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
75.7K+ 13.41% |
$61.3K - $146K
|
640K
$384K
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
74.5K+ 574.44% |
$60.3K - $144K
|
87.5K
$52.5K
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
55K+ 338.3% |
$44.5K - $106K
|
71.2K
$42.7K
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
50.5KNew |
$40.9K - $97.5K
|
50.5K
$30.3K
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
50KNew |
$40.5K - $96.5K
|
50K
$30K
|
|
May 15, 2025
Q1 2025
|
Massar Capital Management, LP
Stamford, CT |
BUY
|
- |
43KNew |
$34.8K - $83K
|
43K
$25.8K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
40.8KNew |
$33K - $78.6K
|
40.8K
$24.5K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
39.7K+ 138.86% |
$32.2K - $76.7K
|
68.4K
$41K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36K+ 8.18% |
$29.1K - $69.4K
|
476K
$285K
|
|
May 15, 2025
Q1 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
27.1KNew |
$21.9K - $52.2K
|
27.1K
$16.2K
|
|
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
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
19.7KNew |
$16K - $38K
|
19.7K
$11.8K
|
|
May 15, 2025
Q1 2025
|
Oasis Management CO Ltd.
Grand Cayman, E9 |
BUY
|
- |
18.1KNew |
$14.6K - $34.9K
|
18.1K
$10.9K
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16.8KNew |
$13.6K - $32.5K
|
16.8K
$10.1K
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
16.4KNew |
$13.3K - $31.7K
|
16.4K
$9.85K
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
10.8K+ 55.37% |
$8.79K - $20.9K
|
30.4K
$18.3K
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
BUY
|
- |
8.4K+ 42.0% |
$6.8K - $16.2K
|
28.4K
$17K
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
6.76K+ 18.9% |
$5.48K - $13.1K
|
42.5K
$25.5K
|
|
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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.02K+ 20.54% |
$4.88K - $11.6K
|
35.3K
$21.2K
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
4.16K+ 4.0% |
$3.37K - $8.02K
|
108K
$64.9K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.09KNew |
$3.31K - $7.9K
|
4.09K
$2.45K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.03K+ 13.03% |
$3.27K - $7.78K
|
35K
$21K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.1KNew |
$2.51K - $5.98K
|
3.1K
$1.86K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
2.63K+ 5.24% |
$2.13K - $5.08K
|
52.9K
$31.7K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.36K+ 6.75% |
$1.91K - $4.56K
|
37.4K
$22.4K
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.8K+ 7.1% |
$1.45K - $3.47K
|
27.1K
$16.2K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.25KNew |
$1.01K - $2.41K
|
1.25K
$750
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
1.15K+ 2.11% |
$932 - $2.22K
|
55.6K
$33.3K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1K+ 41.24% |
$810 - $1.93K
|
3.43K
$2.06K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
402New |
$326 - $776
|
402
$241
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
272+ 14.97% |
$220 - $525
|
2.09K
$1.25K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
46+ 40.71% |
$37.3 - $88.8
|
159
$95.4
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
26New |
$21.1 - $50.2
|
26
$15.6
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1New |
$0.81 - $1.93
|
1
$0.6
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-510- 2.49% |
$413 - $984
|
19.9K
$12K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-782- 6.24% |
$633 - $1.51K
|
11.8K
$7.05K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-789- 40.61% |
$639 - $1.52K
|
1.15K
$692
|