Ackerman Capital Advisors, LLC
Position in NCA — Nuveen California Municipal Value Fund
CIK 1699506
DALLAS, TX
Position in NCA
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$156,734
-$66,715 QoQ
Shares Held
16,799
-23.9% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#39
of 58 holders
Holding Since
Dec 2021
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NCA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Ackerman Capital Advisors, LLC holds $10,409,186 across 23 Asset Management names. NCA ranks #22 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NUV |
Nuveen Municipal Value Fund Inc
|
91,959 | $847,861 | |
| 2 | MMU |
Western Asset Managed Municipals Fund Inc.
|
75,138 | $782,937 | |
| 3 | MMD |
NYLI MacKay DefinedTerm Muni Opportunities Fund
|
46,364 | $718,642 | |
| 4 | DMB |
BNY Mellon Municipal Bond Infrastructure Fund, Inc.
|
62,077 | $685,330 | |
| 5 | MHD |
Blackrock Muniholdings Fund, Inc.
|
51,444 | $612,183 | |
| 6 | NUW |
Nuveen AMT-Free Municipal Value Fund
|
42,353 | $609,036 | |
| 7 | NBH |
Neuberger Municipal Fund Inc.
|
57,631 | $608,007 | |
| 8 | DSM |
Bny Mellon Strategic Municipal Bond Fund, Inc.
|
91,598 | $563,327 |
All Filings in NCA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,734 | 16,799 | Shares | Sole | 2026-07-30 | |
| 2021-12-31 | $223,449 | 22,080 | Shares | Sole | 2022-02-16 | |
| No filing history on record for this holder in this stock. | ||||||