13FBOX
Morgan Stanley Bank National Association (Utah) 3 02/25/2028 3.850 · 13F Institutional Holdings
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M

Morgan Stanley Bank National Association (Utah) 3 02/25/2028 3.850

Institutions
1
Combined AUM (Q2 2026)
$12,942
Combined Shares (Q2 2026)
13,000
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+13,000
1 · 1 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+13,000
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$12,942
Institutions
1
New Buys
1
Adds
0
Reduces
0
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
KELLEHER FINANCIAL ADVISORS
<0.01%#1$12,94213,000$00+13,000New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow