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MORGAN STANLEY FIN 0 27 DUE 04/05/27 · 13F Institutional Holdings
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MORGAN STANLEY FIN 0 27 DUE 04/05/27

Institutions
1
Combined AUM (Q2 2026)
$96,865
Combined Shares (Q2 2026)
100,000
Overall Trend
No Change
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+100,000
1 · 1 New Buys · ≈ —
📤 Outflow (Q1 2026→Q2 2026)
-100,000
1 · 1 Exit · ≈ —
⚖️ Net
+0
—
Flat
💰 Net Value
≈ —
—
est. price —
⏳
Latest AUM (Q2 2026)
$96,865
Institutions
1
New Buys
1
Adds
0
Reduces
0
Exits
1
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Financial Gravity Companies, Inc.
0.02%—#1$96,865100,000$00+100,000New Buy

🧭 Institutional Sector Flow Heatmap

⏳
Net Outflow Net Inflow

Source: SEC EDGAR 13F filings (Q1 2013–Q2 2026 · 54 quarters) · USD · values estimated at quarter-end price

Built: 2026-09-11 22:57 · 13F Data · For reference only, not investment advice

Disclaimer: Data on this site is sourced from SEC EDGAR 13F filings and is for reference only. It does not constitute investment advice. Investing involves risk.

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