SEC 13F Intelligence

APPHARVEST INC

CUSIP 03783T103

Appharvest Inc has 121 institutional holders in Filings Flow’s 13F database, together reporting 20.82M shares worth $7M as of Q4 2022. The largest reported holders are Norges Bank, Alyeska Investment Group, L.P., and Walleye Capital LLC.

Institutional Holders
121
Q4 2022
Reported Value
$7M
Ticker
unmapped
private placement or foreign
Quarters Tracked
3

Ownership Trend

Institutional holders
Q2 ’21: 114Q2 ’21Q4 ’21: 140Q4 ’21Q4 ’22: 121Q4 ’22filingsflow.com
Total reported value
Q2 ’21: $1.3BQ2 ’21Q4 ’21: $393MQ4 ’21Q4 ’22: $7MQ4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
WMG Financial Advisors, LLC$240M AUM0.09%$122,748331.8KQ2 2023OLDER
Alpha Financial Partners LLC$169M AUM0.09%$80,123216.5KQ2 2023OLDER
Alyeska Investment Group, L.P.$35.4B AUM0.03%$3M9.18MQ2 2023OLDER
Ballew Advisors, Inc$194M AUM0.02%$27,29862.8KQ2 2023OLDER
Meridian Wealth Management, LLC$2.8B AUM0.02%$183,972497.2KQ2 2023OLDER
Y-Intercept (Hong Kong) Ltd$5.1B AUM0.01%$120,175324.8KQ2 2023OLDER
180 WEALTH ADVISORS, LLC$997M AUM0.01%$42,133101.5KQ2 2023OLDER
Jaffetilchin Investment Partners, LLC$1.7B AUM0.01%$84,341227.9KQ2 2023OLDER
BNP Paribas Asset Management Holding S.A.$86.1B AUM0.01%$2,8547.71MQ2 2023OLDER
Hall Private Wealth Advisors$149M AUM0.01%$15,48241.8KQ2 2023OLDER
CIM INVESTMENT MANAGEMENT INC$375M AUM0.01%$18,30649.5KQ2 2023OLDER
Keystone Financial Group$1.5B AUM0.01%$33,47390.5KQ2 2023OLDER
COOKSON PEIRCE & CO INC$2.4B AUM0.00%$74200.0KQ2 2023OLDER
Walleye Capital LLC$24.0B AUM0.00%$1M3.36MQ2 2023OLDER
CALTON & ASSOCIATES, INC.$696M AUM0.00%$6,57517.8KQ2 2023OLDER
RDA Financial Network$459M AUM0.00%$6,29017.0KQ2 2023OLDER
SeaCrest Wealth Management, LLC$903M AUM0.00%$20,35055.0KQ2 2023OLDER
Landmark Financial Advisors, LLC$278M AUM0.00%$4,48812.1KQ2 2023OLDER
Ballast, Inc.$432M AUM0.00%$4,24211.5KQ2 2023OLDER
Strategic Advisors LLC$602M AUM0.00%$8,46422.9KQ2 2023OLDER
Financial Advisors, LLC$564M AUM0.00%$5,55015.0KQ2 2023OLDER
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM0.00%$9,04724.4KQ2 2023OLDER
GMT CAPITAL CORP$2.2B AUM0.00%$20,5591.21MQ3 2023OLDER
Orion Portfolio Solutions, LLC$20.2B AUM0.00%$52,10285.1KQ2 2023OLDER
Archford Capital Strategies, LLC$873M AUM0.00%$3,16835.2KQ2 2023OLDER
IHT Wealth Management, LLC$4.3B AUM0.00%$10,55928.5KQ2 2023OLDER
Cassady Schiller Wealth Management, LLC$273M AUM0.00%$9272.5KQ2 2023OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$13,93337.7KQ2 2023OLDER
CSS LLC/IL$2.1B AUM0.00%$7,40020.0KQ2 2023OLDER
Traynor Capital Management, Inc.$1.7B AUM0.00%$3,73010.1KQ2 2023OLDER
Mirae Asset Global Investments Co., Ltd.$299.3B AUM0.00%$203,824550.9KQ2 2023OLDER
Skaana Management L.P.$296M AUM0.00%$1,5174.1KQ2 2023OLDER
EXENCIAL WEALTH ADVISORS, LLC$3.2B AUM0.00%$7,03019.0KQ2 2023OLDER
GROUP ONE TRADING LLC$52.2B AUM0.00%$100,287271.0KQ2 2023OLDER
HOWARD FINANCIAL SERVICES, LTD.$1.0B AUM0.00%$1,36480.0KQ3 2023OLDER
GTS SECURITIES LLC$2.8B AUM0.00%$9,78126.4KQ2 2023OLDER
Vontobel Holding Ltd.$29.1B AUM0.00%$55,500150.0KQ2 2023OLDER
Snowden Capital Advisors LLC$3.8B AUM0.00%$7,40020.0KQ2 2023OLDER
Stonegate Investment Group, LLC$4.3B AUM0.00%$6,84518.5KQ2 2023OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$435,9311.18MQ2 2023OLDER
XTX Topco Ltd$5.8B AUM0.00%$1,21771.2KQ3 2023OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$57,051154.2KQ2 2023OLDER
HAP Trading, LLC$1.1B AUM0.00%$1,14021.0KQ2 2023OLDER
Lido Advisors, LLC$32.7B AUM0.00%$27,02773.0KQ2 2023OLDER
CENTRAL BANK & TRUST CO$636M AUM0.00%$1,0973.0KQ2 2023OLDER
Sigma Planning Corp$3.6B AUM0.00%$5,00913.5KQ2 2023OLDER
LINCOLN NATIONAL CORP$3.5B AUM0.00%$8,50623.0KQ2 2023OLDER
Clearview Wealth Advisors LLC$158M AUM0.00%$151407Q2 2023OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$614,0131.66MQ2 2023OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$2,4086.5KQ2 2023OLDER
Marathon Trading Investment Management LLC$3.7B AUM0.00%$1,4143.8KQ2 2023OLDER
HB Wealth Management, LLC$15.5B AUM0.00%$7,40020.0KQ2 2023OLDER
Glenview Trust Co$6.4B AUM0.00%$3,94610.7KQ2 2023OLDER
BARRETT & COMPANY, INC.$291M AUM0.00%$185500Q2 2023OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.00%$159,53529.7KQ2 2023OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$3,88910.5KQ2 2023OLDER
MCF Advisors LLC$2.3B AUM0.00%$1,0552.9KQ2 2023OLDER
NATIXIS$28.0B AUM0.00%$9,15824.8KQ2 2023OLDER
Clearstead Advisors, LLC$10.9B AUM0.00%$1,2083.3KQ2 2023OLDER
Kestra Advisory Services, LLC$26.4B AUM0.00%$6,46617.5KQ2 2023OLDER
Raleigh Capital Management Inc.$290M AUM0.00%$124334Q2 2023OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$211,656572.0KQ2 2023OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$243,903659.2KQ2 2023OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$391,2651.06MQ2 2023OLDER
VAN ECK ASSOCIATES CORP$133M AUM0.00%$1539.5KQ2 2023OLDER
AE Wealth Management LLC$18.5B AUM0.00%$4,85913.1KQ2 2023OLDER
HSBC HOLDINGS PLC$191.6B AUM0.00%$28,64677.4KQ2 2023OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$82,234222.3KQ2 2023OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$111300Q2 2023OLDER
First Horizon Advisors, Inc.$3.8B AUM0.00%$7402.0KQ2 2023OLDER
Cerity Partners LLC$70.8B AUM0.00%$6,57817.8KQ2 2023OLDER
Spire Wealth Management$3.3B AUM0.00%$6751.8KQ2 2023OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$13,47836.1KQ2 2023OLDER
SouthState Bank Corp$2.1B AUM0.00%$265715Q2 2023OLDER
Man Group plc$55.1B AUM0.00%$7,19419.4KQ2 2023OLDER
BALYASNY ASSET MANAGEMENT L.P.$77.1B AUM0.00%$9,15024.7KQ2 2023OLDER
Walleye Trading LLC$60.0B AUM0.00%$5,04613.6KQ2 2023OLDER
LPL Financial LLC$376.6B AUM0.00%$20,21254.6KQ2 2023OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$719.5KQ2 2023OLDER
Balefire, LLC$613M AUM0.00%$3493Q2 2023OLDER
CWM, LLC$38.1B AUM0.00%$24.8KQ2 2023OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$61,571166.4KQ2 2023OLDER
Parallax Volatility Advisers, L.P.$38.6B AUM0.00%$4,55112.3KQ2 2023OLDER
WOLVERINE ASSET MANAGEMENT LLC$10.4B AUM0.00%$7842.1KQ2 2023OLDER
Creative Planning$147.4B AUM0.00%$5,71915.5KQ2 2023OLDER
VICTORY CAPITAL MANAGEMENT INC$156.1B AUM0.00%$4,85413.1KQ2 2023OLDER
Archer Investment Corp$469M AUM0.00%$1312.5KQ4 2023OLDER
Venturi Wealth Management, LLC$2.2B AUM0.00%$37100Q2 2023OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$71193Q2 2023OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$10,53928.5KQ2 2023OLDER
DHJJ Financial Advisors, Ltd.$302M AUM0.00%$4200Q3 2023OLDER
ICA Group Wealth Management, LLC$167M AUM0.00%$720Q2 2023OLDER
Lindbrook Capital, LLC$1.1B AUM0.00%$1540Q2 2023OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$1028Q2 2023OLDER
IFP Advisors, Inc$4.8B AUM0.00%$301.8KQ3 2023OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$119321Q2 2023OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$261705Q2 2023OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$714.2KQ3 2023OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.00%$2055Q2 2023OLDER
NATIONAL BANK OF CANADA /FI/$111.5B AUM0.00%$5111.3KQ2 2023OLDER
Thomasville National Bank$1.6B AUM0.00%$1010.0KQ4 2023OLDER
UBS Group AG$666.3B AUM0.00%$2,3646.4KQ2 2023OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$7402.0KQ2 2023OLDER
Gradient Investments LLC$7.2B AUM0.00%$1950Q2 2023OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$3701.0KQ2 2023OLDER
Diversified Trust Co$5.4B AUM0.00%$1010.0KQ4 2023OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$6201.7KQ2 2023OLDER
US BANCORP \DE\$82.4B AUM0.00%$185499Q2 2023OLDER
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$1950Q2 2023OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$1010.4KQ4 2023OLDER
Raymond James Financial Services Advisors, Inc.$75.1B AUM0.00%$1313.0KQ4 2023OLDER
RAYMOND JAMES & ASSOCIATES$164.1B AUM0.00%$1211.5KQ4 2023OLDER
Transcendent Capital Group LLC$219M AUM$0150Q1 2024
Russell Investments Group, Ltd.$93.1B AUM$0250Q4 2023OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM$0634Q2 2023OLDER
SIMPLEX TRADING, LLC$149.1B AUM$02.8KQ3 2023OLDER
Main Street Group, LTD$340M AUM$01.1KQ4 2023OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.