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Morgan Stanley FIN 0 27 DUE 05/04/27
Q1 2026 vs Q2 2026
Comparing institutional holders between quarters
Quarters
Q2 2026
Q1 2026
Q4 2025
Q3 2025
Q2 2025
All
Compare
Detailed
Historical
Funds
Options
Short Interest
13D/13G
Peers
Targeting
Trading Summary
Profile
1
Filed
1
New
0
Closed
0
Increased
0
Decreased
0
Unchanged
1
No Data
Sort by
Q2 2026 shares — high to low
Q2 2026 shares — low to high
Share change — largest gain
Share change — largest cut
% change — largest gain
% change — largest cut
Q2 2026 value — high to low
Value change — largest gain
Value change — largest cut
Institution — A to Z
Filed — newest first
Financial Gravity Companies, Inc.
NEW
Shares
300,000
Change
+300,000
Value
$301.0K
Filed 2026-08-05
Financial Gravity Wealth, Inc.
N/A
Shares
—
from 300,000
Change
-300,000
(-100%)
Value
—
Institution
Status
Q2 2026 ↓
Q1 2026
Change
% Change
Q1 2026 Value
Q2 2026 Value
Value Change
Filed
Financial Gravity Companies, Inc.
NEW
300,000
—
+300,000
—
—
$301.0K
—
2026-08-05
Financial Gravity Wealth, Inc.
N/A
—
300,000
-300,000
-100%
$292.4K
—
—
—
Showing 2 of 2 institutions