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 11 institutions that hold shares in the stock, with a total of 4.6 Million shares, which have been reported (via 13F filing form) to have a value of $11.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
4,096,216
shares
|
$10.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.85%
|
|
|
Accomplice Management, LLC
Boston, MA |
Nov 10, 2022 Q3 2022 |
201,554
shares
|
$511,947
3.17% of portfolio
|
Q3 2022
New holding
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
95,000
shares
|
$241,300
0.01% of portfolio
|
Q3 2023
Added 37.68%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
85,894
shares
|
$218,170
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
80,965
shares
|
$205,651
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
19,700
shares
|
$50,038
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
13,344
shares
|
$33,893
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
5,549
shares
|
$14,094
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
102
shares
|
$259
0.0% of portfolio
|
Q3 2025
Reduced 99.36%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
21
shares
|
$53
0.0% of portfolio
|
Q2 2025
Added 90.91%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|